RSVP
SJM icon

Ramsay Stattman Vela & Price’s J.M. Smucker SJM Stock Holding History

Ramsay Stattman Vela & Price’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
Q1 		– Sell
-1,610
Closed -$200K – 62
2017
Q4 		$200K Buy
+1,610
New +$179K 0.08% 62
2016
Q4 		– Sell
-1,500
Closed -$203K – 61
2016
Q3 		$203K Hold
1,500
– – 0.1% 60
2016
Q2 		$229K Buy
+1,500
New +$200K 0.11% 58

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ramsay Stattman Vela & Price's SJM Position: Q1 2018 in Review

Ramsay Stattman Vela & Price sold out of J.M. Smucker (SJM) in Q1 2018, closing a stake of 1,610 shares — an estimated $200K sold.

Ramsay Stattman Vela & Price first reported a position in SJM in Q2 2016 and held it in 3 quarters. The position peaked at $229K in Q2 2016. 809 funds tracked by Wall St. Rank hold SJM as of Q1 2018.

  • Ramsay Stattman Vela & Price reported no remaining J.M. Smucker position as of Q1 2018 after selling out during the quarter.
  • Ramsay Stattman Vela & Price sold 1,610 J.M. Smucker shares in Q1 2018, an estimated $200K.
  • Ramsay Stattman Vela & Price first reported a position in J.M. Smucker in Q2 2016 and held it in 3 quarters.
  • Ramsay Stattman Vela & Price's J.M. Smucker position peaked at $229K in Q2 2016.
  • 809 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2018.

Based on Ramsay Stattman Vela & Price's 13F filing for Q1 2018, filed 1 May 2018.