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Notis-McConarty Edward’s J.M. Smucker SJM Stock Holding History

Notis-McConarty Edward’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
-2,770
Closed -$259K – 99
2018
Q4 		$259K Sell
2,770
-2,460
-47% -$257K 0.14% 92
2018
Q3 		$537K Buy
5,230
+200
+4% +$21.8K 0.29% 66
2018
Q2 		$541K Buy
5,030
+100
+2% +$11.2K 0.32% 66
2018
Q1 		$611K Buy
4,930
+260
+6% +$32.5K 0.37% 62
2017
Q4 		$579K Sell
4,670
-8,495
-65% -$944K 0.33% 63
2017
Q3 		$1.38M Sell
13,165
-1,160
-8% -$133K 0.87% 37
2017
Q2 		$1.7M Buy
14,325
+4,510
+46% +$570K 1.1% 32
2017
Q1 		$1.29M Buy
9,815
+8,065
+461% +$1.1M 0.84% 39
2016
Q4 		$224K Buy
+1,750
New +$227K 0.15% 92

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Notis-McConarty Edward's SJM Position: Q1 2019 in Review

Notis-McConarty Edward sold out of J.M. Smucker (SJM) in Q1 2019, closing a stake of 2,770 shares — an estimated $259K sold.

Notis-McConarty Edward first reported a position in SJM in Q4 2016 and held it in 9 quarters. The position peaked at $1.7M in Q2 2017. 808 funds tracked by Wall St. Rank hold SJM as of Q1 2019.

  • Notis-McConarty Edward reported no remaining J.M. Smucker position as of Q1 2019 after selling out during the quarter.
  • Notis-McConarty Edward sold 2,770 J.M. Smucker shares in Q1 2019, an estimated $259K.
  • Notis-McConarty Edward first reported a position in J.M. Smucker in Q4 2016 and held it in 9 quarters.
  • Notis-McConarty Edward's J.M. Smucker position peaked at $1.7M in Q2 2017.
  • 808 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2019.

Based on Notis-McConarty Edward's 13F filing for Q1 2019, filed 29 Apr 2019.