Sanders Morris Harris’s J.M. Smucker SJM Stock Holding History

Sanders Morris Harris’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 Q2	–	Sell	-5,275	Closed	-$654K	–	148
2018 Q1	$654K	Buy	+5,275	New	+$659K	0.27%	64

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Morris Harris's SJM Position: Q2 2018 in Review

Sanders Morris Harris sold out of J.M. Smucker (SJM) in Q2 2018, closing a stake of 5,275 shares — an estimated $654K sold.

Sanders Morris Harris first reported a position in SJM in Q1 2018 and held it in 1 quarter. The position peaked at $654K in Q1 2018. 810 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

Sanders Morris Harris reported no remaining J.M. Smucker position as of Q2 2018 after selling out during the quarter.
Sanders Morris Harris sold 5,275 J.M. Smucker shares in Q2 2018, an estimated $654K.
Sanders Morris Harris first reported a position in J.M. Smucker in Q1 2018 and held it in 1 quarter.
Sanders Morris Harris's J.M. Smucker position peaked at $654K in Q1 2018.
810 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on Sanders Morris Harris's 13F filing for Q2 2018, filed 10 Jul 2018.