OAM
SJM icon

Oppenheimer Asset Management’s J.M. Smucker SJM Stock Holding History

Oppenheimer Asset 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
Q4 		– Sell
-24,819
Closed -$2.55M – 1640
2018
Q3 		$2.55M Sell
24,819
-1,241
-5% -$136K 0.06% 346
2018
Q2 		$2.8M Buy
26,060
+5,047
+24% +$567K 0.07% 323
2018
Q1 		$2.61M Buy
21,013
+16,861
+406% +$2.11M 0.07% 320
2017
Q4 		$436K Hold
4,152
– – 0.01% 819
2017
Q3 		$436K Sell
4,152
-5,072
-55% -$579K 0.01% 823
2017
Q2 		$1.09M Buy
9,224
+1,627
+21% +$206K 0.03% 557
2017
Q1 		$996K Buy
+7,597
New +$1.03M 0.03% 572

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oppenheimer Asset Management's SJM Position: Q4 2018 in Review

Oppenheimer Asset Management sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 24,819 shares — an estimated $2.55M sold.

Oppenheimer Asset Management first reported a position in SJM in Q1 2017 and held it in 7 quarters. The position peaked at $2.8M in Q2 2018. 756 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

  • Oppenheimer Asset Management reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
  • Oppenheimer Asset Management sold 24,819 J.M. Smucker shares in Q4 2018, an estimated $2.55M.
  • Oppenheimer Asset Management first reported a position in J.M. Smucker in Q1 2017 and held it in 7 quarters.
  • Oppenheimer Asset Management's J.M. Smucker position peaked at $2.8M in Q2 2018.
  • 756 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Oppenheimer Asset Management's 13F filing for Q4 2018, filed 30 Jan 2019.