PAM
SJM icon

Private Asset Management’s J.M. Smucker SJM Stock Holding History

Private Asset Management’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
-2,361
Closed -$248K – 146
2017
Q3 		$248K Hold
2,361
– – 0.04% 139
2017
Q2 		$279K Hold
2,361
– – 0.05% 128
2017
Q1 		$309K Sell
2,361
-122
-5% -$16.6K 0.05% 121
2016
Q4 		$318K Hold
2,483
– – 0.05% 115
2016
Q3 		$336K Hold
2,483
– – 0.06% 112
2016
Q2 		$378K Sell
2,483
-225
-8% -$29.9K 0.07% 106
2016
Q1 		$352K Hold
2,708
– – 0.06% 110
2015
Q4 		$334K Buy
+2,708
New +$323K 0.06% 110

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 $3.37T 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
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

Private Asset Management's SJM Position: Q4 2017 in Review

Private Asset Management sold out of J.M. Smucker (SJM) in Q4 2017, closing a stake of 2,361 shares — an estimated $248K sold.

Private Asset Management first reported a position in SJM in Q4 2015 and held it in 8 quarters. The position peaked at $378K in Q2 2016. 799 funds tracked by Wall St. Rank hold SJM as of Q4 2017.

  • Private Asset Management reported no remaining J.M. Smucker position as of Q4 2017 after selling out during the quarter.
  • Private Asset Management sold 2,361 J.M. Smucker shares in Q4 2017, an estimated $248K.
  • Private Asset Management first reported a position in J.M. Smucker in Q4 2015 and held it in 8 quarters.
  • Private Asset Management's J.M. Smucker position peaked at $378K in Q2 2016.
  • 799 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2017.

Based on Private Asset Management's 13F filing for Q4 2017, filed 5 Jan 2018.