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Robeco Schweiz’s J.M. Smucker SJM Stock Holding History

Robeco Schweiz’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
2017
Q3 		– Sell
-13,824
Closed -$1.63M – 185
2017
Q2 		$1.63M Hold
13,824
– – 0.14% 122
2017
Q1 		$1.81M Hold
13,824
– – 0.15% 118
2016
Q4 		$1.78M Hold
13,824
– – 0.16% 122
2016
Q3 		$1.86M Hold
13,824
– – 0.16% 115
2016
Q2 		$2.06M Hold
13,824
– – 0.19% 114
2016
Q1 		$1.8M Sell
13,824
-13,606
-50% -$1.71M 0.17% 119
2015
Q4 		$3.4M Buy
27,430
+9,430
+52% +$1.12M 0.29% 106
2015
Q3 		$2.03M Buy
18,000
+7,000
+64% +$780K 0.19% 131
2015
Q2 		$1.19M Sell
11,000
-3,600
-25% -$417K 0.1% 149
2015
Q1 		$1.71M Sell
14,600
-21,293
-59% -$2.33M 0.13% 144
2014
Q4 		$3.68M Buy
35,893
+1,893
+6% +$192K 0.28% 117
2014
Q3 		$3.35M Buy
34,000
+13,500
+66% +$1.39M 0.27% 121
2014
Q2 		$2.17M Buy
+20,500
New +$2.06M 0.18% 144

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return