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Michael B. Elefante’s J.M. Smucker SJM Stock Holding History

Michael B. Elefante’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
2014
Q4 		– Sell
-3,360
Closed -$333K – 125
2014
Q3 		$333K Sell
3,360
-120
-3% -$12.3K 0.14% 75
2014
Q2 		$371K Sell
3,480
-50
-1% -$5.02K 0.15% 74
2014
Q1 		$343K Sell
3,530
-25
-0.7% -$2.43K 0.15% 75
2013
Q4 		$369K Sell
3,555
-175
-5% -$18.6K 0.17% 69
2013
Q3 		$391K Sell
3,730
-45
-1% -$4.87K 0.2% 64
2013
Q2 		$389K Buy
+3,775
New +$384K 0.21% 62

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PGGM Investments
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Michael B. Elefante's SJM Position: Q4 2014 in Review

Michael B. Elefante sold out of J.M. Smucker (SJM) in Q4 2014, closing a stake of 3,360 shares — an estimated $333K sold.

Michael B. Elefante first reported a position in SJM in Q2 2013 and held it in 6 quarters. The position peaked at $391K in Q3 2013. 618 funds tracked by Wall St. Rank hold SJM as of Q4 2014.

  • Michael B. Elefante reported no remaining J.M. Smucker position as of Q4 2014 after selling out during the quarter.
  • Michael B. Elefante sold 3,360 J.M. Smucker shares in Q4 2014, an estimated $333K.
  • Michael B. Elefante first reported a position in J.M. Smucker in Q2 2013 and held it in 6 quarters.
  • Michael B. Elefante's J.M. Smucker position peaked at $391K in Q3 2013.
  • 618 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.