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Orrstown Financial Services’s J.M. Smucker SJM Stock Holding History

Orrstown Financial Services’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
Q2 		– Sell
-27
Closed -$3K – 232
2019
Q1 		$3K Hold
27
– – ﹤0.01% 211
2018
Q4 		$3K Sell
27
-5,679
-100% -$593K ﹤0.01% 200
2018
Q3 		$585K Buy
5,706
+237
+4% +$25.9K 0.77% 60
2018
Q2 		$588K Sell
5,469
-630
-10% -$70.7K 0.73% 62
2018
Q1 		$756K Buy
6,099
+241
+4% +$30.1K 0.89% 58
2017
Q4 		$728K Buy
5,858
+105
+2% +$11.7K 0.84% 59
2017
Q3 		$604K Sell
5,753
-110
-2% -$12.6K 0.67% 64
2017
Q2 		$694K Buy
+5,863
New +$741K 0.76% 64
2014
Q4 		– Sell
-23
Closed -$2K – 196
2014
Q3 		$2K Hold
23
– – ﹤0.01% 183
2014
Q2 		$2K Hold
23
– – ﹤0.01% 183
2014
Q1 		$2K Hold
23
– – ﹤0.01% 185
2013
Q4 		$2K Hold
23
– – ﹤0.01% 192
2013
Q3 		$2K Hold
23
– – ﹤0.01% 193
2013
Q2 		$2K Buy
+23
New +$2.34K ﹤0.01% 180

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Orrstown Financial Services's SJM Position: Q2 2019 in Review

Orrstown Financial Services sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 27 shares — an estimated $3K sold.

Orrstown Financial Services first reported a position in SJM in Q2 2013 and held it in 14 quarters. The position peaked at $756K in Q1 2018. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

  • Orrstown Financial Services reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
  • Orrstown Financial Services sold 27 J.M. Smucker shares in Q2 2019, an estimated $3K.
  • Orrstown Financial Services first reported a position in J.M. Smucker in Q2 2013 and held it in 14 quarters.
  • Orrstown Financial Services's J.M. Smucker position peaked at $756K in Q1 2018.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on Orrstown Financial Services's 13F filing for Q2 2019, filed 11 Jul 2019.