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NFGCM
Norman Fields Gottscho Capital Management’s
J.M. Smucker
SJM
Stock Holding History
Norman Fields Gottscho 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
2018
Q3
–
Sell
-13,523
Closed
-$1.45M
–
78
2018
Q2
$1.45M
Sell
13,523
-955
-7%
-$107K
0.78%
32
2018
Q1
$1.79M
Sell
14,478
-5,825
-29%
-$727K
0.98%
31
2017
Q4
$2.52M
Sell
20,303
-75
-0.4%
-$8.33K
1.39%
23
2017
Q3
$2.14M
Sell
20,378
-315
-2%
-$36K
1.29%
26
2017
Q2
$2.45M
Sell
20,693
-17,325
-46%
-$2.19M
1.53%
19
2017
Q1
$4.98M
Sell
38,018
-1,215
-3%
-$165K
3.15%
10
2016
Q4
$5.02M
Sell
39,233
-9,502
-19%
-$1.23M
3.41%
9
2016
Q3
$6.61M
Buy
48,735
+1,165
+2%
+$171K
4.37%
6
2016
Q2
$7.25M
Sell
47,570
-2,455
-5%
-$327K
5.07%
5
2016
Q1
$6.5M
Buy
50,025
+1,845
+4%
+$233K
4.32%
5
2015
Q4
$5.94M
Sell
48,180
-1,477
-3%
-$176K
4.22%
6
2015
Q3
$5.67M
Buy
49,657
+150
+0.3%
+$16.7K
3.87%
8
2015
Q2
$5.37M
Buy
49,507
+12,955
+35%
+$1.5M
3.35%
10
2015
Q1
$4.23M
Sell
36,552
-560
-2%
-$61.4K
2.67%
15
2014
Q4
$3.75M
Hold
37,112
–
–
2.45%
17
2014
Q3
$3.67M
Sell
37,112
-955
-3%
-$98K
2.44%
19
2014
Q2
$4.06M
Buy
38,067
+584
+2%
+$58.6K
2.58%
17
2014
Q1
$3.65M
Sell
37,483
-750
-2%
-$72.9K
2.5%
19
2013
Q4
$3.96M
Buy
38,233
+130
+0.3%
+$13.8K
2.67%
17
2013
Q3
$4M
Hold
38,103
–
–
3%
12
2013
Q2
$3.93M
Buy
+38,103
New
+$3.88M
2.9%
11
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
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
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
CP
Coho Partners
Berwyn, Pennsylvania
$779M AUM
4.46%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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