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

Patten & Patten’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
2017
Q4 		– Sell
-2,145
Closed -$225K – 248
2017
Q3 		$225K Hold
2,145
– – 0.02% 236
2017
Q2 		$254K Sell
2,145
-181
-8% -$22.9K 0.03% 222
2017
Q1 		$305K Hold
2,326
– – 0.04% 203
2016
Q4 		$298K Hold
2,326
– – 0.04% 189
2016
Q3 		$315K Sell
2,326
-19
-0.8% -$2.79K 0.04% 180
2016
Q2 		$357K Sell
2,345
-77
-3% -$10.2K 0.05% 168
2016
Q1 		$314K Buy
+2,422
New +$305K 0.04% 176

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Patten & Patten's SJM Position: Q4 2017 in Review

Patten & Patten sold out of J.M. Smucker (SJM) in Q4 2017, closing a stake of 2,145 shares — an estimated $225K sold.

Patten & Patten first reported a position in SJM in Q1 2016 and held it in 7 quarters. The position peaked at $357K in Q2 2016. 799 funds tracked by Wall St. Rank hold SJM as of Q4 2017.

  • Patten & Patten reported no remaining J.M. Smucker position as of Q4 2017 after selling out during the quarter.
  • Patten & Patten sold 2,145 J.M. Smucker shares in Q4 2017, an estimated $225K.
  • Patten & Patten first reported a position in J.M. Smucker in Q1 2016 and held it in 7 quarters.
  • Patten & Patten's J.M. Smucker position peaked at $357K in Q2 2016.
  • 799 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2017.

Based on Patten & Patten's 13F filing for Q4 2017, filed 22 Jan 2018.