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Proficio Capital Partners’s J.M. Smucker SJM Stock Holding History

Proficio Capital Partners’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
-118
Closed -$14K – 1287
2019
Q2 		$14K Buy
118
+4
+4% +$488 ﹤0.01% 832
2019
Q1 		$13K Hold
114
– – ﹤0.01% 810
2018
Q4 		$11K Buy
114
+94
+470% +$9.81K ﹤0.01% 725
2018
Q3 		$2K Sell
20
-13
-39% -$1.42K ﹤0.01% 1102
2018
Q2 		$4K Sell
33
-11
-25% -$1.24K ﹤0.01% 1039
2018
Q1 		$5K Buy
44
+16
+57% +$2K ﹤0.01% 1012
2017
Q4 		$3K Sell
28
-83
-75% -$9.22K ﹤0.01% 1080
2017
Q3 		$12K Buy
111
+102
+1,133% +$11.7K ﹤0.01% 737
2017
Q2 		$1K Sell
9
-20
-69% -$2.53K ﹤0.01% 1215
2017
Q1 		$4K Buy
+29
New +$3.94K ﹤0.01% 1036
2016
Q3 		– Sell
-8
Closed -$1K – 1139
2016
Q2 		$1K Sell
8
-14
-64% -$1.86K ﹤0.01% 942
2016
Q1 		$3K Buy
22
+4
+22% +$504 ﹤0.01% 664
2015
Q4 		$2K Buy
+18
New +$2.15K ﹤0.01% 684

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

Proficio Capital Partners's SJM Position: Q3 2019 in Review

Proficio Capital Partners sold out of J.M. Smucker (SJM) in Q3 2019, closing a stake of 118 shares — an estimated $14K sold.

Proficio Capital Partners first reported a position in SJM in Q4 2015 and held it in 13 quarters. The position peaked at $14K in Q2 2019. 742 funds tracked by Wall St. Rank hold SJM as of Q3 2019.

  • Proficio Capital Partners reported no remaining J.M. Smucker position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 118 J.M. Smucker shares in Q3 2019, an estimated $14K.
  • Proficio Capital Partners first reported a position in J.M. Smucker in Q4 2015 and held it in 13 quarters.
  • Proficio Capital Partners's J.M. Smucker position peaked at $14K in Q2 2019.
  • 742 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.