MJP
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Michael J. Puzo’s J.M. Smucker SJM Stock Holding History

Michael J. Puzo’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
-1,810
Closed -$208K – 84
2019
Q2 		$208K Sell
1,810
-250
-12% -$30.5K 0.08% 85
2019
Q1 		$240K Buy
+2,060
New +$215K 0.09% 70
2018
Q4 		– Sell
-8,362
Closed -$859K – 84
2018
Q3 		$859K Sell
8,362
-3,875
-32% -$423K 0.32% 53
2018
Q2 		$1.32M Sell
12,237
-500
-4% -$56.1K 0.56% 43
2018
Q1 		$1.58M Buy
12,737
+650
+5% +$81.2K 0.67% 37
2017
Q4 		$1.5M Sell
12,087
-7,710
-39% -$857K 0.62% 38
2017
Q3 		$2.08M Buy
19,797
+1,795
+10% +$205K 1.08% 32
2017
Q2 		$2.13M Buy
18,002
+6,330
+54% +$800K 1.15% 32
2017
Q1 		$1.53M Buy
11,672
+6,235
+115% +$847K 0.85% 37
2016
Q4 		$696K Buy
5,437
+2,245
+70% +$291K 0.4% 52
2016
Q3 		$433K Sell
3,192
-30
-0.9% -$4.4K 0.25% 61
2016
Q2 		$491K Sell
3,222
-35
-1% -$4.66K 0.32% 58
2016
Q1 		$423K Buy
+3,257
New +$411K 0.28% 62

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

Michael J. Puzo's SJM Position: Q3 2019 in Review

Michael J. Puzo sold out of J.M. Smucker (SJM) in Q3 2019, closing a stake of 1,810 shares — an estimated $208K sold.

Michael J. Puzo first reported a position in SJM in Q1 2016 and held it in 13 quarters. The position peaked at $2.13M in Q2 2017. 741 funds tracked by Wall St. Rank hold SJM as of Q3 2019.

  • Michael J. Puzo reported no remaining J.M. Smucker position as of Q3 2019 after selling out during the quarter.
  • Michael J. Puzo sold 1,810 J.M. Smucker shares in Q3 2019, an estimated $208K.
  • Michael J. Puzo first reported a position in J.M. Smucker in Q1 2016 and held it in 13 quarters.
  • Michael J. Puzo's J.M. Smucker position peaked at $2.13M in Q2 2017.
  • 741 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2019.

Based on Michael J. Puzo's 13F filing for Q3 2019, filed 6 Nov 2019.