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Martin Capital Partners’s J.M. Smucker SJM Stock Holding History

Martin Capital Partners’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
-27,172
Closed -$3.13M – 55
2019
Q2 		$3.13M Buy
27,172
+1,199
+5% +$146K 2.21% 25
2019
Q1 		$3.03M Buy
25,973
+4,854
+23% +$507K 2.34% 21
2018
Q4 		$1.97M Sell
21,119
-1,251
-6% -$131K 1.82% 29
2018
Q3 		$2.29M Buy
22,370
+2,258
+11% +$247K 2.06% 25
2018
Q2 		$2.16M Sell
20,112
-1,368
-6% -$154K 2.21% 25
2018
Q1 		$2.66M Buy
21,480
+640
+3% +$79.9K 2.65% 19
2017
Q4 		$2.59M Buy
+20,840
New +$2.32M 2.69% 18

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

Martin Capital Partners's SJM Position: Q3 2019 in Review

Martin Capital Partners sold out of J.M. Smucker (SJM) in Q3 2019, closing a stake of 27,172 shares — an estimated $3.13M sold.

Martin Capital Partners first reported a position in SJM in Q4 2017 and held it in 7 quarters. The position peaked at $3.13M in Q2 2019. 741 funds tracked by Wall St. Rank hold SJM as of Q3 2019.

  • Martin Capital Partners reported no remaining J.M. Smucker position as of Q3 2019 after selling out during the quarter.
  • Martin Capital Partners sold 27,172 J.M. Smucker shares in Q3 2019, an estimated $3.13M.
  • Martin Capital Partners first reported a position in J.M. Smucker in Q4 2017 and held it in 7 quarters.
  • Martin Capital Partners's J.M. Smucker position peaked at $3.13M in Q2 2019.
  • 741 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2019.

Based on Martin Capital Partners's 13F filing for Q3 2019, filed 20 Nov 2019.