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Santa Fe Partners’s J.M. Smucker SJM Stock Holding History

Santa Fe Partners’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
Q1 		– Sell
-22,417
Closed -$2.77M – 263
2015
Q4 		$2.77M Sell
22,417
-10,583
-32% -$1.26M 0.45% 75
2015
Q3 		$3.77M Buy
+33,000
New +$3.68M 0.5% 19
2015
Q2 		– Sell
-18,802
Closed -$2.17M – 583
2015
Q1 		$2.17M Buy
+18,802
New +$2.06M 0.26% 146
2014
Q4 		– Sell
-9,729
Closed -$963K – 590
2014
Q3 		$963K Sell
9,729
-19,968
-67% -$2.05M 0.15% 264
2014
Q2 		$3.17M Sell
29,697
-6,798
-19% -$682K 0.47% 54
2014
Q1 		$3.55M Buy
36,495
+22,687
+164% +$2.21M 0.5% 24
2013
Q4 		$1.43M Sell
13,808
-4,638
-25% -$492K 0.23% 178
2013
Q3 		$1.94M Buy
18,446
+13,736
+292% +$1.49M 0.37% 101
2013
Q2 		$486K Buy
+4,710
New +$480K 0.1% 330

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 $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Santa Fe Partners's SJM Position: Q1 2016 in Review

Santa Fe Partners sold out of J.M. Smucker (SJM) in Q1 2016, closing a stake of 22,417 shares — an estimated $2.77M sold.

Santa Fe Partners first reported a position in SJM in Q2 2013 and held it in 9 quarters. The position peaked at $3.77M in Q3 2015. 712 funds tracked by Wall St. Rank hold SJM as of Q1 2016.

  • Santa Fe Partners reported no remaining J.M. Smucker position as of Q1 2016 after selling out during the quarter.
  • Santa Fe Partners sold 22,417 J.M. Smucker shares in Q1 2016, an estimated $2.77M.
  • Santa Fe Partners first reported a position in J.M. Smucker in Q2 2013 and held it in 9 quarters.
  • Santa Fe Partners's J.M. Smucker position peaked at $3.77M in Q3 2015.
  • 712 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2016.

Based on Santa Fe Partners's 13F filing for Q1 2016.