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Redwood Investments’s J.M. Smucker SJM Stock Holding History

Redwood Investments’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
Q3 		– Sell
-207
Closed -$22K – 190
2014
Q2 		$22K Sell
207
-1,437
-87% -$144K ﹤0.01% 169
2014
Q1 		$160K Sell
1,644
-2,465
-60% -$240K 0.02% 119
2013
Q4 		$426K Sell
4,109
-27
-0.7% -$2.86K 0.06% 106
2013
Q3 		$434K Sell
4,136
-48,570
-92% -$5.26M 0.06% 111
2013
Q2 		$5.44M Buy
+52,706
New +$5.37M 0.84% 48

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 $3.38T AUM 44.17% 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 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Redwood Investments's SJM Position: Q3 2014 in Review

Redwood Investments sold out of J.M. Smucker (SJM) in Q3 2014, closing a stake of 207 shares — an estimated $22K sold.

Redwood Investments first reported a position in SJM in Q2 2013 and held it in 5 quarters. The position peaked at $5.44M in Q2 2013. 598 funds tracked by Wall St. Rank hold SJM as of Q3 2014.

  • Redwood Investments reported no remaining J.M. Smucker position as of Q3 2014 after selling out during the quarter.
  • Redwood Investments sold 207 J.M. Smucker shares in Q3 2014, an estimated $22K.
  • Redwood Investments first reported a position in J.M. Smucker in Q2 2013 and held it in 5 quarters.
  • Redwood Investments's J.M. Smucker position peaked at $5.44M in Q2 2013.
  • 598 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2014.

Based on Redwood Investments's 13F filing for Q3 2014, filed 22 Oct 2014.