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

Sigma 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
2018 Q4	$1.57M	Sell	16,842 -1,276	-7%	-$133K	1.26%	9
2018 Q3	$1.86M	Hold	18,118	–	–	1.51%	6
2018 Q2	$1.95M	Hold	18,118	–	–	1.61%	6
2018 Q1	$2.25M	Hold	18,118	–	–	1.89%	6
2017 Q4	$2.25M	Hold	18,118	–	–	1.86%	6
2017 Q3	$1.9M	Hold	18,118	–	–	1.62%	6
2017 Q2	$2.14M	Hold	18,118	–	–	1.85%	6
2017 Q1	$2.38M	Hold	18,118	–	–	2.11%	6
2016 Q4	$2.32M	Hold	18,118	–	–	2.02%	7
2016 Q3	$2.46M	Hold	18,118	–	–	2.09%	6
2016 Q2	$2.76M	Hold	18,118	–	–	2.32%	6
2016 Q1	$2.35M	Hold	18,118	–	–	1.96%	6
2015 Q4	$2.23M	Hold	18,118	–	–	1.37%	13
2015 Q3	$2.07M	Hold	18,118	–	–	1.35%	12
2015 Q2	$1.96M	Hold	18,118	–	–	1.2%	13
2015 Q1	$2.1M	Hold	18,118	–	–	1.28%	13
2014 Q4	$1.83M	Hold	18,118	–	–	1.14%	14
2014 Q3	$1.79M	Hold	18,118	–	–	1.27%	11
2014 Q2	$1.93M	Hold	18,118	–	–	1.32%	10
2014 Q1	$1.76M	Hold	18,118	–	–	1.24%	11
2013 Q4	$1.88M	Hold	18,118	–	–	1.25%	11
2013 Q3	$1.9M	Hold	18,118	–	–	1.34%	11
2013 Q2	$1.87M	Buy	+18,118	New	+$1.84M	1.39%	13

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Sigma Investment Management's SJM Position: Q4 2018 in Review

Sigma Investment Management reduced its J.M. Smucker (SJM) stake by 7% in Q4 2018, selling an estimated $133K and leaving 16,842 shares worth $1.57M. The position accounts for 1.26% of the portfolio, ranked #9.

Sigma Investment Management first reported a position in SJM in Q2 2013 and has held it in 23 quarters since. The position peaked at $2.76M in Q2 2016. 755 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

Sigma Investment Management held 16,842 shares of J.M. Smucker worth $1.57M as of Q4 2018.
Sigma Investment Management sold 1,276 J.M. Smucker shares in Q4 2018, an estimated $133K.
J.M. Smucker made up 1.26% of Sigma Investment Management's portfolio in Q4 2018, its #9 holding.
Sigma Investment Management first reported a position in J.M. Smucker in Q2 2013 and has held it in 23 quarters since.
Sigma Investment Management's J.M. Smucker position peaked at $2.76M in Q2 2016.
755 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Sigma Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.