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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

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Norman Fields Gottscho Capital Management's SJM Position: Q3 2018 in Review

Norman Fields Gottscho Capital Management sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 13,523 shares — an estimated $1.45M sold.

Norman Fields Gottscho Capital Management first reported a position in SJM in Q2 2013 and held it in 21 quarters. The position peaked at $7.25M in Q2 2016. 794 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

  • Norman Fields Gottscho Capital Management reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
  • Norman Fields Gottscho Capital Management sold 13,523 J.M. Smucker shares in Q3 2018, an estimated $1.45M.
  • Norman Fields Gottscho Capital Management first reported a position in J.M. Smucker in Q2 2013 and held it in 21 quarters.
  • Norman Fields Gottscho Capital Management's J.M. Smucker position peaked at $7.25M in Q2 2016.
  • 794 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on Norman Fields Gottscho Capital Management's 13F filing for Q3 2018, filed 3 Oct 2018.