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McKinley Carter Wealth Services’s J.M. Smucker SJM Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-468
Closed -$58K – 344
2018
Q1 		$58K Buy
+468
New +$58.4K 0.02% 248
2017
Q1 		– Sell
-2,054
Closed -$263K – 122
2016
Q4 		$263K Sell
2,054
-11,532
-85% -$1.49M 0.13% 102
2016
Q3 		$1.84M Buy
13,586
+1,744
+15% +$256K 0.95% 41
2016
Q2 		$1.8M Buy
11,842
+4,398
+59% +$585K 0.94% 40
2016
Q1 		$967K Buy
+7,444
New +$938K 0.54% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McKinley Carter Wealth Services's SJM Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of J.M. Smucker (SJM) in Q2 2018, closing a stake of 468 shares — an estimated $58K sold.

McKinley Carter Wealth Services first reported a position in SJM in Q1 2016 and held it in 5 quarters. The position peaked at $1.84M in Q3 2016. 810 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining J.M. Smucker position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 468 J.M. Smucker shares in Q2 2018, an estimated $58K.
  • McKinley Carter Wealth Services first reported a position in J.M. Smucker in Q1 2016 and held it in 5 quarters.
  • McKinley Carter Wealth Services's J.M. Smucker position peaked at $1.84M in Q3 2016.
  • 810 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.