RIM
SJM icon

RS Investment Management’s J.M. Smucker SJM Stock Holding History

RS Investment Management’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
2016
Q2 		$19.2M Sell
125,861
-8,990
-7% -$1.2M 0.2% 180
2016
Q1 		$17.5M Sell
134,851
-49,435
-27% -$6.23M 0.17% 192
2015
Q4 		$22.7M Buy
+184,286
New +$22M 0.2% 167

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 $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RS Investment Management's SJM Position: Q2 2016 in Review

RS Investment Management reduced its J.M. Smucker (SJM) stake by 6.7% in Q2 2016, selling an estimated $1.2M and leaving 125,861 shares worth $19.2M. The position accounts for 0.2% of the portfolio, ranked #180.

RS Investment Management first reported a position in SJM in Q4 2015 and has held it in 3 quarters since. The position peaked at $22.7M in Q4 2015. 765 funds tracked by Wall St. Rank hold SJM as of Q2 2016.

  • RS Investment Management held 125,861 shares of J.M. Smucker worth $19.2M as of Q2 2016.
  • RS Investment Management sold 8,990 J.M. Smucker shares in Q2 2016, an estimated $1.2M.
  • J.M. Smucker made up 0.2% of RS Investment Management's portfolio in Q2 2016, its #180 holding.
  • RS Investment Management first reported a position in J.M. Smucker in Q4 2015 and has held it in 3 quarters since.
  • RS Investment Management's J.M. Smucker position peaked at $22.7M in Q4 2015.
  • 765 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2016.

Based on RS Investment Management's 13F filing for Q2 2016, filed 26 Jul 2016.