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Scout Investments’s J.M. Smucker SJM Stock Holding History

Scout Investments’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
2017
Q3 		– Sell
-44,861
Closed -$5.31M – 288
2017
Q2 		$5.31M Sell
44,861
-9,323
-17% -$1.18M 0.15% 169
2017
Q1 		$7.1M Sell
54,184
-32,764
-38% -$4.45M 0.19% 150
2016
Q4 		$11.1M Sell
86,948
-12,248
-12% -$1.59M 0.31% 128
2016
Q3 		$13.4M Sell
99,196
-91,824
-48% -$13.5M 0.38% 113
2016
Q2 		$29.1M Sell
191,020
-42,755
-18% -$5.69M 0.81% 27
2016
Q1 		$30.4M Buy
233,775
+45,766
+24% +$5.77M 0.83% 39
2015
Q4 		$23.2M Sell
188,009
-3,514
-2% -$419K 0.58% 65
2015
Q3 		$21.9M Buy
191,523
+34,672
+22% +$3.87M 0.51% 71
2015
Q2 		$17M Sell
156,851
-140,859
-47% -$16.3M 0.32% 107
2015
Q1 		$34.5M Sell
297,710
-23,980
-7% -$2.63M 0.57% 64
2014
Q4 		$32.5M Sell
321,690
-7,392
-2% -$749K 0.5% 79
2014
Q3 		$32.6M Buy
+329,082
New +$33.8M 0.44% 74
2014
Q1 		– Sell
-555,523
Closed -$57.6M – 299
2013
Q4 		$57.6M Sell
555,523
-477,257
-46% -$50.6M 0.66% 51
2013
Q3 		$108M Sell
1,032,780
-128,497
-11% -$13.9M 0.76% 48
2013
Q2 		$120M Buy
+1,161,277
New +$118M 1.39% 20

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Scout Investments's SJM Position: Q3 2017 in Review

Scout Investments sold out of J.M. Smucker (SJM) in Q3 2017, closing a stake of 44,861 shares — an estimated $5.31M sold.

Scout Investments first reported a position in SJM in Q2 2013 and held it in 15 quarters. The position peaked at $120M in Q2 2013. 738 funds tracked by Wall St. Rank hold SJM as of Q3 2017.

  • Scout Investments reported no remaining J.M. Smucker position as of Q3 2017 after selling out during the quarter.
  • Scout Investments sold 44,861 J.M. Smucker shares in Q3 2017, an estimated $5.31M.
  • Scout Investments first reported a position in J.M. Smucker in Q2 2013 and held it in 15 quarters.
  • Scout Investments's J.M. Smucker position peaked at $120M in Q2 2013.
  • 738 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2017.

Based on Scout Investments's 13F filing for Q3 2017, filed 3 Nov 2017.