NA
SJM icon

Navellier & Associates’s J.M. Smucker SJM Stock Holding History

Navellier & Associates’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
2017
Q1 		– Sell
-41,510
Closed -$5.32M – 311
2016
Q4 		$5.32M Sell
41,510
-23,695
-36% -$3.07M 0.88% 32
2016
Q3 		$8.84M Buy
+65,205
New +$9.57M 1.26% 23
2014
Q2 		– Sell
-4,213
Closed -$410K – 353
2014
Q1 		$410K Sell
4,213
-11
-0.3% -$1.07K 0.02% 202
2013
Q4 		$438K Buy
4,224
+642
+18% +$68.1K 0.02% 198
2013
Q3 		$376K Buy
3,582
+3
+0.1% +$325 0.01% 214
2013
Q2 		$369K Buy
+3,579
New +$364K 0.02% 176

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Navellier & Associates's SJM Position: Q1 2017 in Review

Navellier & Associates sold out of J.M. Smucker (SJM) in Q1 2017, closing a stake of 41,510 shares — an estimated $5.32M sold.

Navellier & Associates first reported a position in SJM in Q2 2013 and held it in 6 quarters. The position peaked at $8.84M in Q3 2016. 805 funds tracked by Wall St. Rank hold SJM as of Q1 2017.

  • Navellier & Associates reported no remaining J.M. Smucker position as of Q1 2017 after selling out during the quarter.
  • Navellier & Associates sold 41,510 J.M. Smucker shares in Q1 2017, an estimated $5.32M.
  • Navellier & Associates first reported a position in J.M. Smucker in Q2 2013 and held it in 6 quarters.
  • Navellier & Associates's J.M. Smucker position peaked at $8.84M in Q3 2016.
  • 805 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2017.

Based on Navellier & Associates's 13F filing for Q1 2017, filed 21 Apr 2017.