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Mandatum Life Insurance Company’s J.M. Smucker SJM Stock Holding History

Mandatum Life Insurance Company’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 		– Sell
-10,370
Closed -$1.2M – 142
2019
Q2 		$1.2M Buy
10,370
+1,780
+21% +$217K 0.25% 82
2019
Q1 		$1M Buy
8,590
+578
+7% +$60.4K 0.22% 80
2018
Q4 		$749K Buy
8,012
+2,490
+45% +$260K 0.18% 96
2018
Q3 		$567K Buy
5,522
+1,658
+43% +$181K 0.11% 117
2018
Q2 		$415K Buy
3,864
+96
+3% +$10.8K 0.08% 122
2018
Q1 		$467K Buy
3,768
+221
+6% +$27.6K 0.09% 103
2017
Q4 		$441K Hold
3,547
– – 0.07% 134
2017
Q3 		$372K Sell
3,547
-2,065
-37% -$236K 0.05% 150
2017
Q2 		$664K Sell
5,612
-985
-15% -$124K 0.09% 105
2017
Q1 		$865K Sell
6,597
-161
-2% -$21.9K 0.11% 112
2016
Q4 		$865K Buy
6,758
+3,536
+110% +$458K 0.12% 115
2016
Q3 		$437K Buy
+3,222
New +$473K 0.06% 145

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Mandatum Life Insurance Company's SJM Position: Q3 2019 in Review

Mandatum Life Insurance Company sold out of J.M. Smucker (SJM) in Q3 2019, closing a stake of 10,370 shares — an estimated $1.2M sold.

Mandatum Life Insurance Company first reported a position in SJM in Q3 2016 and held it in 12 quarters. The position peaked at $1.2M in Q2 2019. 741 funds tracked by Wall St. Rank hold SJM as of Q3 2019.

  • Mandatum Life Insurance Company reported no remaining J.M. Smucker position as of Q3 2019 after selling out during the quarter.
  • Mandatum Life Insurance Company sold 10,370 J.M. Smucker shares in Q3 2019, an estimated $1.2M.
  • Mandatum Life Insurance Company first reported a position in J.M. Smucker in Q3 2016 and held it in 12 quarters.
  • Mandatum Life Insurance Company's J.M. Smucker position peaked at $1.2M in Q2 2019.
  • 741 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2019.

Based on Mandatum Life Insurance Company's 13F filing for Q3 2019, filed 8 Nov 2019.