RP
SJM icon

Realm Partners’s J.M. Smucker SJM Stock Holding History

Realm 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
2014
Q4 		– Sell
-22,013
Closed -$2.18M – 36
2014
Q3 		$2.18M Sell
22,013
-57,614
-72% -$5.91M 0.62% 35
2014
Q2 		$8.49M Buy
+79,627
New +$7.99M 3.55% 10

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Realm Partners's SJM Position: Q4 2014 in Review

Realm Partners sold out of J.M. Smucker (SJM) in Q4 2014, closing a stake of 22,013 shares — an estimated $2.18M sold.

Realm Partners first reported a position in SJM in Q2 2014 and held it in 2 quarters. The position peaked at $8.49M in Q2 2014. 618 funds tracked by Wall St. Rank hold SJM as of Q4 2014.

  • Realm Partners reported no remaining J.M. Smucker position as of Q4 2014 after selling out during the quarter.
  • Realm Partners sold 22,013 J.M. Smucker shares in Q4 2014, an estimated $2.18M.
  • Realm Partners first reported a position in J.M. Smucker in Q2 2014 and held it in 2 quarters.
  • Realm Partners's J.M. Smucker position peaked at $8.49M in Q2 2014.
  • 618 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2014.

Based on Realm Partners's 13F filing for Q4 2014, filed 13 Feb 2015.