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Mizuho Trust & Banking’s J.M. Smucker SJM Stock Holding History

Mizuho Trust & Banking’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
2016
Q4 		– Sell
-243,955
Closed -$33.1M – 557
2016
Q3 		$33.1M Buy
243,955
+1,335
+0.6% +$196K 0.1% 238
2016
Q2 		$37M Buy
242,620
+49,244
+25% +$6.55M 0.11% 205
2016
Q1 		$25.1M Buy
193,376
+9,671
+5% +$1.22M 0.08% 273
2015
Q4 		$22.8M Sell
183,705
-1,808
-1% -$215K 0.08% 284
2015
Q3 		$21.2M Buy
185,513
+23,733
+15% +$2.65M 0.07% 296
2015
Q2 		$17.5M Buy
161,780
+11,779
+8% +$1.36M 0.06% 355
2015
Q1 		$17.4M Buy
150,001
+4,454
+3% +$488K 0.06% 361
2014
Q4 		$14.7M Buy
145,547
+1,094
+0.8% +$111K 0.05% 404
2014
Q3 		$14.3M Sell
144,453
-6,543
-4% -$671K 0.05% 389
2014
Q2 		$16.1M Buy
150,996
+5,759
+4% +$578K 0.06% 376
2014
Q1 		$14.1M Sell
145,237
-5,831
-4% -$567K 0.05% 395
2013
Q4 		$15.2M Sell
151,068
-9,058
-6% -$961K 0.06% 370
2013
Q3 		$16.5M Hold
160,126
– – 0.07% 330
2013
Q2 		$16.5M Buy
+160,126
New +$16.3M 0.07% 329

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 $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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mizuho Trust & Banking's SJM Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of J.M. Smucker (SJM) in Q4 2016, closing a stake of 243,955 shares — an estimated $33.1M sold.

Mizuho Trust & Banking first reported a position in SJM in Q2 2013 and held it in 14 quarters. The position peaked at $37M in Q2 2016. 764 funds tracked by Wall St. Rank hold SJM as of Q4 2016.

  • Mizuho Trust & Banking reported no remaining J.M. Smucker position as of Q4 2016 after selling out during the quarter.
  • Mizuho Trust & Banking sold 243,955 J.M. Smucker shares in Q4 2016, an estimated $33.1M.
  • Mizuho Trust & Banking first reported a position in J.M. Smucker in Q2 2013 and held it in 14 quarters.
  • Mizuho Trust & Banking's J.M. Smucker position peaked at $37M in Q2 2016.
  • 764 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.