McAdam LLC’s J.M. Smucker SJM Stock Holding History

McAdam LLC’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
2018 Q4	–	Sell	-50	Closed	-$5K	–	513
2018 Q3	$5K	Hold	50	–	–	﹤0.01%	420
2018 Q2	$5K	Hold	50	–	–	﹤0.01%	402
2018 Q1	$6K	Buy	+50	New	+$6.24K	﹤0.01%	394

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

McAdam LLC's SJM Position: Q4 2018 in Review

McAdam LLC sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 50 shares — an estimated $5K sold.

McAdam LLC first reported a position in SJM in Q1 2018 and held it in 3 quarters. The position peaked at $6K in Q1 2018. 755 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

McAdam LLC reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 50 J.M. Smucker shares in Q4 2018, an estimated $5K.
McAdam LLC first reported a position in J.M. Smucker in Q1 2018 and held it in 3 quarters.
McAdam LLC's J.M. Smucker position peaked at $6K in Q1 2018.
755 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.