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Orleans Capital Management’s J.M. Smucker SJM Stock Holding History

Orleans 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
2017
Q3 		– Sell
-9,103
Closed -$1.08M – 81
2017
Q2 		$1.08M Sell
9,103
-250
-3% -$31.6K 0.76% 50
2017
Q1 		$1.23M Sell
9,353
-810
-8% -$110K 0.85% 50
2016
Q4 		$1.3M Sell
10,163
-1,128
-10% -$146K 0.93% 48
2016
Q3 		$1.53M Hold
11,291
– – 1.06% 44
2016
Q2 		$1.72M Sell
11,291
-130
-1% -$17.3K 1.2% 37
2016
Q1 		$1.48M Sell
11,421
-90
-0.8% -$11.3K 1.12% 39
2015
Q4 		$1.42M Buy
11,511
+13
+0.1% +$1.55K 1.09% 41
2015
Q3 		$1.31M Sell
11,498
-399
-3% -$44.5K 1.04% 45
2015
Q2 		$1.29M Sell
11,897
-403
-3% -$46.6K 0.91% 52
2015
Q1 		$1.42M Sell
12,300
-1,137
-8% -$125K 0.93% 49
2014
Q4 		$1.36M Sell
13,437
-2,764
-17% -$280K 0.83% 51
2014
Q3 		$1.6M Sell
16,201
-227
-1% -$23.3K 0.79% 59
2014
Q2 		$1.75M Buy
16,428
+900
+6% +$90.3K 0.82% 57
2014
Q1 		$1.51M Buy
15,528
+15
+0.1% +$1.46K 0.77% 59
2013
Q4 		$1.61M Sell
15,513
-87
-0.6% -$9.23K 0.83% 59
2013
Q3 		$1.64M Buy
15,600
+39
+0.3% +$4.22K 0.89% 53
2013
Q2 		$1.6M Buy
+15,561
New +$1.58M 0.91% 53

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Orleans Capital Management's SJM Position: Q3 2017 in Review

Orleans Capital Management sold out of J.M. Smucker (SJM) in Q3 2017, closing a stake of 9,103 shares — an estimated $1.08M sold.

Orleans Capital Management first reported a position in SJM in Q2 2013 and held it in 17 quarters. The position peaked at $1.75M in Q2 2014. 738 funds tracked by Wall St. Rank hold SJM as of Q3 2017.

  • Orleans Capital Management reported no remaining J.M. Smucker position as of Q3 2017 after selling out during the quarter.
  • Orleans Capital Management sold 9,103 J.M. Smucker shares in Q3 2017, an estimated $1.08M.
  • Orleans Capital Management first reported a position in J.M. Smucker in Q2 2013 and held it in 17 quarters.
  • Orleans Capital Management's J.M. Smucker position peaked at $1.75M in Q2 2014.
  • 738 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2017.

Based on Orleans Capital Management's 13F filing for Q3 2017, filed 20 Nov 2017.