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

Reinhart 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
2018
Q4 		– Sell
-266,762
Closed -$27.4M – 87
2018
Q3 		$27.4M Buy
266,762
+11,037
+4% +$1.21M 2.47% 14
2018
Q2 		$27.5M Buy
255,725
+62,573
+32% +$7.03M 2.64% 11
2018
Q1 		$24M Sell
193,152
-7,990
-4% -$998K 2.47% 17
2017
Q4 		$25M Buy
+201,142
New +$22.3M 2.47% 12

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Reinhart Partners's SJM Position: Q4 2018 in Review

Reinhart Partners sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 266,762 shares — an estimated $27.4M sold.

Reinhart Partners first reported a position in SJM in Q4 2017 and held it in 4 quarters. The position peaked at $27.5M in Q2 2018. 756 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

  • Reinhart Partners reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
  • Reinhart Partners sold 266,762 J.M. Smucker shares in Q4 2018, an estimated $27.4M.
  • Reinhart Partners first reported a position in J.M. Smucker in Q4 2017 and held it in 4 quarters.
  • Reinhart Partners's J.M. Smucker position peaked at $27.5M in Q2 2018.
  • 756 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Reinhart Partners's 13F filing for Q4 2018, filed 22 Jan 2019.