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Osborn Williams & Donohoe’s J.M. Smucker SJM Stock Holding History

Osborn Williams & Donohoe’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
-763
Closed -$91K – 603
2019
Q1 		$91K Buy
+763
New +$79.7K 0.01% 422

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Osborn Williams & Donohoe's SJM Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 763 shares — an estimated $91K sold.

Osborn Williams & Donohoe first reported a position in SJM in Q1 2019 and held it in 1 quarter. The position peaked at $91K in Q1 2019. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 763 J.M. Smucker shares in Q2 2019, an estimated $91K.
  • Osborn Williams & Donohoe first reported a position in J.M. Smucker in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's J.M. Smucker position peaked at $91K in Q1 2019.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.