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Pinnacle Associates’s J.M. Smucker SJM Stock Holding History

Pinnacle Associates’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
Q3 		– Sell
-4,871
Closed -$561K – 724
2019
Q2 		$561K Buy
4,871
+2
+0% +$244 0.01% 515
2019
Q1 		$567K Sell
4,869
-191
-4% -$20K 0.01% 510
2018
Q4 		$473K Buy
5,060
+147
+3% +$15.3K 0.01% 517
2018
Q3 		$504K Buy
4,913
+252
+5% +$27.5K 0.01% 516
2018
Q2 		$501K Sell
4,661
-5
-0.1% -$561 0.01% 515
2018
Q1 		$579K Sell
4,666
-2,507
-35% -$313K 0.01% 492
2017
Q4 		$891K Sell
7,173
-161
-2% -$17.9K 0.02% 423
2017
Q3 		$770K Sell
7,334
-989
-12% -$113K 0.01% 433
2017
Q2 		$985K Sell
8,323
-167
-2% -$21.1K 0.02% 398
2017
Q1 		$1.11M Buy
8,490
+214
+3% +$29.1K 0.02% 382
2016
Q4 		$1.06M Sell
8,276
-299
-3% -$38.8K 0.02% 376
2016
Q3 		$1.16M Buy
8,575
+1
+0% +$147 0.02% 357
2016
Q2 		$1.31M Buy
8,574
+132
+2% +$17.6K 0.03% 342
2016
Q1 		$1.1M Sell
8,442
-4,683
-36% -$590K 0.02% 352
2015
Q4 		$1.62M Sell
13,125
-258
-2% -$30.8K 0.03% 297
2015
Q3 		$1.53M Hold
13,383
– – 0.03% 300
2015
Q2 		$1.45M Sell
13,383
-6,525
-33% -$755K 0.03% 318
2015
Q1 		$2.3M Buy
19,908
+231
+1% +$25.3K 0.04% 270
2014
Q4 		$1.99M Sell
19,677
-556
-3% -$56.3K 0.04% 279
2014
Q3 		$2M Buy
20,233
+24
+0.1% +$2.46K 0.04% 283
2014
Q2 		$2.15M Hold
20,209
– – 0.04% 280
2014
Q1 		$1.97M Sell
20,209
-127
-0.6% -$12.3K 0.04% 280
2013
Q4 		$2.11M Sell
20,336
-240
-1% -$25.5K 0.04% 275
2013
Q3 		$2.16M Sell
20,576
-1,250
-6% -$135K 0.04% 266
2013
Q2 		$2.25M Buy
+21,826
New +$2.22M 0.05% 257

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Pinnacle Associates's SJM Position: Q3 2019 in Review

Pinnacle Associates sold out of J.M. Smucker (SJM) in Q3 2019, closing a stake of 4,871 shares — an estimated $561K sold.

Pinnacle Associates first reported a position in SJM in Q2 2013 and held it in 25 quarters. The position peaked at $2.3M in Q1 2015. 742 funds tracked by Wall St. Rank hold SJM as of Q3 2019.

  • Pinnacle Associates reported no remaining J.M. Smucker position as of Q3 2019 after selling out during the quarter.
  • Pinnacle Associates sold 4,871 J.M. Smucker shares in Q3 2019, an estimated $561K.
  • Pinnacle Associates first reported a position in J.M. Smucker in Q2 2013 and held it in 25 quarters.
  • Pinnacle Associates's J.M. Smucker position peaked at $2.3M in Q1 2015.
  • 742 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2019.

Based on Pinnacle Associates's 13F filing for Q3 2019, filed 8 Nov 2019.