Robert Olstein’s J.M. Smucker SJM Stock Holding History

Robert Olstein’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
2019 Q2	–	Sell	-22,000	Closed	-$2.56M	–	115
2019 Q1	$2.56M	Sell	22,000 -22,000	-50%	-$2.3M	0.42%	92
2018 Q4	$4.11M	Hold	44,000	–	–	0.67%	76
2018 Q3	$4.51M	Sell	44,000 -4,000	-8%	-$437K	0.6%	82
2018 Q2	$5.16M	Buy	48,000 +6,000	+14%	+$674K	0.68%	70
2018 Q1	$5.21M	Sell	42,000 -16,000	-28%	-$2M	0.66%	73
2017 Q4	$7.21M	Sell	58,000 -28,000	-33%	-$3.11M	0.92%	46
2017 Q3	$9.02M	Buy	86,000 +42,300	+97%	+$4.83M	1.16%	26
2017 Q2	$5.17M	Buy	43,700 +7,000	+19%	+$885K	0.66%	76
2017 Q1	$4.81M	Buy	36,700 +7,700	+27%	+$1.05M	0.62%	80
2016 Q4	$3.71M	Buy	+29,000	New	+$3.76M	0.48%	85
2013 Q3	–	Sell	-7,000	Closed	-$722K	–	125
2013 Q2	$722K	Buy	+7,000	New	+$713K	0.12%	112

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Robert Olstein's SJM Position: Q2 2019 in Review

Robert Olstein sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 22,000 shares — an estimated $2.56M sold.

Robert Olstein first reported a position in SJM in Q2 2013 and held it in 11 quarters. The position peaked at $9.02M in Q3 2017. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

Robert Olstein reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
Robert Olstein sold 22,000 J.M. Smucker shares in Q2 2019, an estimated $2.56M.
Robert Olstein first reported a position in J.M. Smucker in Q2 2013 and held it in 11 quarters.
Robert Olstein's J.M. Smucker position peaked at $9.02M in Q3 2017.
798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on Olstein Capital Management's 13F filing for Q2 2019, filed 31 Jul 2019.