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Numeric Investors’s J.M. Smucker SJM Stock Holding History

Numeric Investors’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
Q4 		$65.9M Buy
530,300
+493,700
+1,349% +$54.9M 0.48% 48
2017
Q3 		$3.84M Buy
36,600
+17,000
+87% +$1.94M 0.03% 465
2017
Q2 		$2.32M Buy
19,600
+8,600
+78% +$1.09M 0.02% 469
2017
Q1 		$1.44M Buy
11,000
+4,300
+64% +$584K 0.01% 569
2016
Q4 		$858K Buy
6,700
+2,200
+49% +$285K 0.01% 704
2016
Q3 		$610K Sell
4,500
-85,900
-95% -$12.6M 0.01% 735
2016
Q2 		$13.8M Buy
+90,400
New +$12M 0.12% 173
2016
Q1 		– Sell
-1,700
Closed -$210K – 1120
2015
Q4 		$210K Buy
+1,700
New +$203K ﹤0.01% 925
2013
Q3 		– Sell
-2,640
Closed -$272K – 871
2013
Q2 		$272K Buy
+2,640
New +$269K 0.01% 685

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Numeric Investors's SJM Position: Q4 2017 in Review

Numeric Investors increased its J.M. Smucker (SJM) stake by 1,349% in Q4 2017, buying an estimated $54.9M and bringing the position to 530,300 shares worth $65.9M. The position accounts for 0.48% of the portfolio, ranked #48.

Numeric Investors first reported a position in SJM in Q2 2013 and has held it in 9 quarters since. 799 funds tracked by Wall St. Rank hold SJM as of Q4 2017.

  • Numeric Investors held 530,300 shares of J.M. Smucker worth $65.9M as of Q4 2017.
  • Numeric Investors bought 493,700 J.M. Smucker shares in Q4 2017, an estimated $54.9M.
  • J.M. Smucker made up 0.48% of Numeric Investors's portfolio in Q4 2017, its #48 holding.
  • Numeric Investors first reported a position in J.M. Smucker in Q2 2013 and has held it in 9 quarters since.
  • 799 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.