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Nancy E. Dempze’s J.M. Smucker SJM Stock Holding History

Nancy E. Dempze’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
Q4 		– Sell
-2,455
Closed -$253K – 72
2018
Q3 		$253K Sell
2,455
-150
-6% -$16.4K 0.28% 68
2018
Q2 		$280K Hold
2,605
– – 0.34% 64
2018
Q1 		$323K Buy
2,605
+7
+0.3% +$874 0.4% 60
2017
Q4 		$323K Sell
2,598
-6,990
-73% -$777K 0.39% 61
2017
Q3 		$1.01M Buy
9,588
+1,563
+19% +$179K 1.42% 26
2017
Q2 		$951K Buy
8,025
+2,994
+60% +$378K 1.36% 27
2017
Q1 		$659K Buy
+5,031
New +$684K 1.01% 36

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nancy E. Dempze's SJM Position: Q4 2018 in Review

Nancy E. Dempze sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 2,455 shares — an estimated $253K sold.

Nancy E. Dempze first reported a position in SJM in Q1 2017 and held it in 7 quarters. The position peaked at $1.01M in Q3 2017. 756 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

  • Nancy E. Dempze reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
  • Nancy E. Dempze sold 2,455 J.M. Smucker shares in Q4 2018, an estimated $253K.
  • Nancy E. Dempze first reported a position in J.M. Smucker in Q1 2017 and held it in 7 quarters.
  • Nancy E. Dempze's J.M. Smucker position peaked at $1.01M in Q3 2017.
  • 756 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Nancy E. Dempze's 13F filing for Q4 2018, filed 24 Jan 2019.