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Outfitter Advisors’s J.M. Smucker SJM Stock Holding History

Outfitter Advisors’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
Q2 		$1.25M Buy
11,647
+100
+0.9% +$11.2K 0.57% 57
2018
Q1 		$1.43M Sell
11,547
-11,315
-49% -$1.41M 0.65% 49
2017
Q4 		$2.84M Buy
22,862
+2,770
+14% +$308K 0.95% 37
2017
Q3 		$2.11M Buy
+20,092
New +$2.3M 0.74% 53

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Outfitter Advisors's SJM Position: Q2 2018 in Review

Outfitter Advisors increased its J.M. Smucker (SJM) stake by 0.87% in Q2 2018, buying an estimated $11.2K and bringing the position to 11,647 shares worth $1.25M. The position accounts for 0.57% of the portfolio, ranked #57.

Outfitter Advisors first reported a position in SJM in Q3 2017 and has held it in 4 quarters since. The position peaked at $2.84M in Q4 2017. 810 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

  • Outfitter Advisors held 11,647 shares of J.M. Smucker worth $1.25M as of Q2 2018.
  • Outfitter Advisors bought 100 J.M. Smucker shares in Q2 2018, an estimated $11.2K.
  • J.M. Smucker made up 0.57% of Outfitter Advisors's portfolio in Q2 2018, its #57 holding.
  • Outfitter Advisors first reported a position in J.M. Smucker in Q3 2017 and has held it in 4 quarters since.
  • Outfitter Advisors's J.M. Smucker position peaked at $2.84M in Q4 2017.
  • 810 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on Outfitter Advisors's 13F filing for Q2 2018, filed 23 Jul 2018.