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Palo Capital’s J.M. Smucker SJM Stock Holding History

Palo Capital’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
Q3 		– Sell
-14,994
Closed -$1.61M – 166
2018
Q2 		$1.61M Sell
14,994
-356
-2% -$40K 0.59% 66
2018
Q1 		$1.9M Buy
15,350
+2,762
+22% +$345K 0.69% 57
2017
Q4 		$1.56M Buy
12,588
+997
+9% +$111K 0.7% 55
2017
Q3 		$1.22M Buy
11,591
+657
+6% +$75K 0.64% 61
2017
Q2 		$1.29M Buy
10,934
+62
+0.6% +$7.83K 0.73% 58
2017
Q1 		$1.43M Buy
10,872
+289
+3% +$39.3K 0.84% 53
2016
Q4 		$1.35M Buy
10,583
+164
+2% +$21.3K 0.85% 57
2016
Q3 		$1.41M Buy
+10,419
New +$1.53M 0.98% 48
2015
Q4 		– Sell
-8,887
Closed -$1.01M – 147
2015
Q3 		$1.01M Buy
8,887
+500
+6% +$55.8K 0.88% 44
2015
Q2 		$909K Sell
8,387
-20
-0.2% -$2.31K 0.71% 70
2015
Q1 		$973K Buy
8,407
+1,470
+21% +$161K 0.79% 59
2014
Q4 		$701K Buy
+6,937
New +$703K 0.59% 75

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Palo Capital's SJM Position: Q3 2018 in Review

Palo Capital sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 14,994 shares — an estimated $1.61M sold.

Palo Capital first reported a position in SJM in Q4 2014 and held it in 12 quarters. The position peaked at $1.9M in Q1 2018. 795 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

  • Palo Capital reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
  • Palo Capital sold 14,994 J.M. Smucker shares in Q3 2018, an estimated $1.61M.
  • Palo Capital first reported a position in J.M. Smucker in Q4 2014 and held it in 12 quarters.
  • Palo Capital's J.M. Smucker position peaked at $1.9M in Q1 2018.
  • 795 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on Palo Capital's 13F filing for Q3 2018, filed 25 Oct 2018.