NCM
SJM icon

Nelson Capital Management’s J.M. Smucker SJM Stock Holding History

Nelson Capital Management’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
-32
Closed -$3K – 328
2018
Q4 		$3K Hold
32
– – ﹤0.01% 252
2018
Q3 		$3K Hold
32
– – ﹤0.01% 249
2018
Q2 		$3K Buy
+32
New +$3.59K ﹤0.01% 238
2017
Q3 		– Sell
-30
Closed -$4K – 271
2017
Q2 		$4K Buy
+30
New +$3.79K ﹤0.01% 244
2014
Q4 		– Sell
-100
Closed -$10K – 314
2014
Q3 		$10K Hold
100
– – ﹤0.01% 238
2014
Q2 		$11K Hold
100
– – ﹤0.01% 230
2014
Q1 		$10K Hold
100
– – ﹤0.01% 202
2013
Q4 		$10K Hold
100
– – ﹤0.01% 189
2013
Q3 		$11K Sell
100
-200
-67% -$21.7K 0.01% 173
2013
Q2 		$31K Buy
+300
New +$30.5K 0.02% 120

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

Nelson Capital Management's SJM Position: Q1 2019 in Review

Nelson Capital Management sold out of J.M. Smucker (SJM) in Q1 2019, closing a stake of 32 shares — an estimated $3K sold.

Nelson Capital Management first reported a position in SJM in Q2 2013 and held it in 10 quarters. The position peaked at $31K in Q2 2013. 809 funds tracked by Wall St. Rank hold SJM as of Q1 2019.

  • Nelson Capital Management reported no remaining J.M. Smucker position as of Q1 2019 after selling out during the quarter.
  • Nelson Capital Management sold 32 J.M. Smucker shares in Q1 2019, an estimated $3K.
  • Nelson Capital Management first reported a position in J.M. Smucker in Q2 2013 and held it in 10 quarters.
  • Nelson Capital Management's J.M. Smucker position peaked at $31K in Q2 2013.
  • 809 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2019.

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