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Miles Capital’s J.M. Smucker SJM Stock Holding History

Miles Capital’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
Q1 		– Sell
-6,702
Closed -$627K – 180
2018
Q4 		$627K Buy
6,702
+569
+9% +$59.4K 0.62% 51
2018
Q3 		$629K Sell
6,133
-871
-12% -$95.1K 0.51% 58
2018
Q2 		$753K Sell
7,004
-2,221
-24% -$249K 0.46% 50
2018
Q1 		$1.14M Buy
9,225
+1,116
+14% +$139K 0.63% 37
2017
Q4 		$1.01M Hold
8,109
– – 0.58% 42
2017
Q3 		$851K Sell
8,109
-1,665
-17% -$190K 0.48% 48
2017
Q2 		$1.16M Sell
9,774
-308
-3% -$38.9K 0.62% 32
2017
Q1 		$1.32M Sell
10,082
-29
-0.3% -$3.94K 0.74% 22
2016
Q4 		$1.29M Buy
+10,111
New +$1.31M 0.79% 25

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Miles Capital's SJM Position: Q1 2019 in Review

Miles Capital sold out of J.M. Smucker (SJM) in Q1 2019, closing a stake of 6,702 shares — an estimated $627K sold.

Miles Capital first reported a position in SJM in Q4 2016 and held it in 9 quarters. The position peaked at $1.32M in Q1 2017. 809 funds tracked by Wall St. Rank hold SJM as of Q1 2019.

  • Miles Capital reported no remaining J.M. Smucker position as of Q1 2019 after selling out during the quarter.
  • Miles Capital sold 6,702 J.M. Smucker shares in Q1 2019, an estimated $627K.
  • Miles Capital first reported a position in J.M. Smucker in Q4 2016 and held it in 9 quarters.
  • Miles Capital's J.M. Smucker position peaked at $1.32M in Q1 2017.
  • 809 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2019.

Based on Miles Capital's 13F filing for Q1 2019, filed 9 May 2019.