MacNealy Hoover Investment Management’s J.M. Smucker SJM Stock Holding History

MacNealy Hoover Investment Management’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
2019 Q3	$2.52M	Sell	22,859 -550	-2%	-$61.3K	2.04%	15
2019 Q2	$2.7M	Sell	23,409 -100	-0.4%	-$12.2K	2.04%	16
2019 Q1	$2.74M	Hold	23,509	–	–	2.11%	12
2018 Q4	$2.2M	Sell	23,509 -1,475	-6%	-$154K	1.91%	15
2018 Q3	$2.56M	Sell	24,984 -25	-0.1%	-$2.73K	1.88%	16
2018 Q2	$2.69M	Buy	25,009 +5,600	+29%	+$629K	2.09%	13
2018 Q1	$2.88M	Sell	19,409 -375	-2%	-$46.8K	2.3%	12
2017 Q4	$2.89M	Sell	19,784 -190	-1%	-$21.1K	2.09%	15
2017 Q3	$2.42M	Buy	+19,974	New	+$2.28M	1.74%	17

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

MacNealy Hoover Investment Management's SJM Position: Q3 2019 in Review

MacNealy Hoover Investment Management reduced its J.M. Smucker (SJM) stake by 2.3% in Q3 2019, selling an estimated $61.3K and leaving 22,859 shares worth $2.52M. The position accounts for 2.04% of the portfolio, ranked #15.

MacNealy Hoover Investment Management first reported a position in SJM in Q3 2017 and has held it in 9 quarters since. The position peaked at $2.89M in Q4 2017. 742 funds tracked by Wall St. Rank hold SJM as of Q3 2019.

MacNealy Hoover Investment Management held 22,859 shares of J.M. Smucker worth $2.52M as of Q3 2019.
MacNealy Hoover Investment Management sold 550 J.M. Smucker shares in Q3 2019, an estimated $61.3K.
J.M. Smucker made up 2.04% of MacNealy Hoover Investment Management's portfolio in Q3 2019, its #15 holding.
MacNealy Hoover Investment Management first reported a position in J.M. Smucker in Q3 2017 and has held it in 9 quarters since.
MacNealy Hoover Investment Management's J.M. Smucker position peaked at $2.89M in Q4 2017.
742 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2019.

Based on MacNealy Hoover Investment Management's 13F filing for Q3 2019, filed 1 Oct 2019.