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Lloyds Banking Group’s J.M. Smucker SJM Stock Holding History

Lloyds Banking Group’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-4,243
Closed -$420K – 350
2014
Q3 		$420K Sell
4,243
-1,132
-21% -$116K 0.11% 195
2014
Q2 		$572K Sell
5,375
-42,634
-89% -$4.28M 0.14% 173
2014
Q1 		$4.67M Sell
48,009
-19,244
-29% -$1.87M 0.04% 316
2013
Q4 		$6.97M Buy
67,253
+1,054
+2% +$112K 0.06% 245
2013
Q3 		$6.95M Buy
66,199
+27,723
+72% +$3M 0.07% 225
2013
Q2 		$3.97M Buy
+38,476
New +$3.92M 0.04% 287

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Lloyds Banking Group's SJM Position: Q4 2014 in Review

Lloyds Banking Group sold out of J.M. Smucker (SJM) in Q4 2014, closing a stake of 4,243 shares — an estimated $420K sold.

Lloyds Banking Group first reported a position in SJM in Q2 2013 and held it in 6 quarters. The position peaked at $6.97M in Q4 2013. 618 funds tracked by Wall St. Rank hold SJM as of Q4 2014.

  • Lloyds Banking Group reported no remaining J.M. Smucker position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 4,243 J.M. Smucker shares in Q4 2014, an estimated $420K.
  • Lloyds Banking Group first reported a position in J.M. Smucker in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's J.M. Smucker position peaked at $6.97M in Q4 2013.
  • 618 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.