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Robert N. Shapiro’s J.M. Smucker SJM Stock Holding History

Robert N. Shapiro’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 		$9K Sell
82
-12
-13% -$1.22K ﹤0.01% 697
2014
Q3 		$9K Buy
+94
New +$9.64K ﹤0.01% 706
2014
Q1 		– Sell
-1,335
Closed -$138K – 786
2013
Q4 		$138K Sell
1,335
-963
-42% -$102K 0.02% 323
2013
Q3 		$242K Hold
2,298
– – 0.04% 252
2013
Q2 		$237K Buy
+2,298
New +$234K 0.05% 241

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 16.07% 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 18.13% 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

Robert N. Shapiro's SJM Position: Q4 2014 in Review

Robert N. Shapiro reduced its J.M. Smucker (SJM) stake by 13% in Q4 2014, selling an estimated $1.22K and leaving 82 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Robert N. Shapiro first reported a position in SJM in Q2 2013 and has held it in 5 quarters since. The position peaked at $242K in Q3 2013. 618 funds tracked by Wall St. Rank hold SJM as of Q4 2014.

  • Robert N. Shapiro held 82 shares of J.M. Smucker worth $9K as of Q4 2014.
  • Robert N. Shapiro sold 12 J.M. Smucker shares in Q4 2014, an estimated $1.22K.
  • J.M. Smucker made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #697 holding.
  • Robert N. Shapiro first reported a position in J.M. Smucker in Q2 2013 and has held it in 5 quarters since.
  • Robert N. Shapiro's J.M. Smucker position peaked at $242K in Q3 2013.
  • 618 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.