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Malaga Cove Capital’s J.M. Smucker SJM Stock Holding History

Malaga Cove Capital’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
Q2 		– Sell
-10,034
Closed -$1.17M – 170
2019
Q1 		$1.17M Buy
10,034
+97
+1% +$10.1K 0.72% 38
2018
Q4 		$923K Buy
9,937
+1,447
+17% +$151K 0.64% 47
2018
Q3 		$872K Sell
8,490
-806
-9% -$88K 0.47% 72
2018
Q2 		$999K Hold
9,296
– – 0.51% 63
2018
Q1 		$1.15M Hold
9,296
– – 0.62% 53
2017
Q4 		$1.16M Buy
+9,296
New +$1.03M 0.65% 49

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Malaga Cove Capital's SJM Position: Q2 2019 in Review

Malaga Cove Capital sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 10,034 shares — an estimated $1.17M sold.

Malaga Cove Capital first reported a position in SJM in Q4 2017 and held it in 6 quarters. The position peaked at $1.17M in Q1 2019. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

  • Malaga Cove Capital reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
  • Malaga Cove Capital sold 10,034 J.M. Smucker shares in Q2 2019, an estimated $1.17M.
  • Malaga Cove Capital first reported a position in J.M. Smucker in Q4 2017 and held it in 6 quarters.
  • Malaga Cove Capital's J.M. Smucker position peaked at $1.17M in Q1 2019.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on Malaga Cove Capital's 13F filing for Q2 2019, filed 14 Aug 2019.