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Patten Group’s J.M. Smucker SJM Stock Holding History

Patten Group’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
Q4 		– Sell
-8
Closed -$1K – 670
2018
Q3 		$1K Hold
8
– – ﹤0.01% 672
2018
Q2 		$1K Hold
8
– – ﹤0.01% 654
2018
Q1 		$1K Hold
8
– – ﹤0.01% 569
2017
Q4 		$1K Hold
8
– – ﹤0.01% 606
2017
Q3 		$1K Hold
8
– – ﹤0.01% 624
2017
Q2 		$1K Sell
8
-26
-76% -$3.29K ﹤0.01% 629
2017
Q1 		$4K Buy
34
+26
+325% +$3.53K ﹤0.01% 542
2016
Q4 		$1K Hold
8
– – ﹤0.01% 601
2016
Q3 		$1.06K Hold
8
– – ﹤0.01% 613
2016
Q2 		$1.22K Hold
8
– – ﹤0.01% 614
2016
Q1 		$1.04K Hold
8
– – ﹤0.01% 643
2015
Q4 		$986 Hold
8
– – ﹤0.01% 669
2015
Q3 		$912 Hold
8
– – ﹤0.01% 579
2015
Q2 		$867 Buy
+8
New +$926 ﹤0.01% 583

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Patten Group's SJM Position: Q4 2018 in Review

Patten Group sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 8 shares — an estimated $1K sold.

Patten Group first reported a position in SJM in Q2 2015 and held it in 14 quarters. The position peaked at $4K in Q1 2017. 756 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

  • Patten Group reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
  • Patten Group sold 8 J.M. Smucker shares in Q4 2018, an estimated $1K.
  • Patten Group first reported a position in J.M. Smucker in Q2 2015 and held it in 14 quarters.
  • Patten Group's J.M. Smucker position peaked at $4K in Q1 2017.
  • 756 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Patten Group's 13F filing for Q4 2018, filed 12 Feb 2019.