SFM
SJM icon

Stack Financial Management’s J.M. Smucker SJM Stock Holding History

Stack Financial 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
2017
Q3 		– Sell
-102,728
Closed -$12.2M – 56
2017
Q2 		$12.2M Buy
102,728
+1,355
+1% +$171K 1.26% 40
2017
Q1 		$13.3M Buy
101,373
+245
+0.2% +$33.3K 1.41% 37
2016
Q4 		$12.9M Buy
101,128
+1,170
+1% +$152K 1.44% 36
2016
Q3 		$13.5M Buy
99,958
+363
+0.4% +$53.3K 1.58% 35
2016
Q2 		$15.2M Buy
99,595
+1,000
+1% +$133K 1.93% 23
2016
Q1 		$12.8M Sell
98,595
-1,655
-2% -$209K 1.55% 30
2015
Q4 		$12.4M Buy
+100,250
New +$11.9M 1.56% 31

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $1.88T AUM 44.46% 1-Year Est. Return

Stack Financial Management's SJM Position: Q3 2017 in Review

Stack Financial Management sold out of J.M. Smucker (SJM) in Q3 2017, closing a stake of 102,728 shares — an estimated $12.2M sold.

Stack Financial Management first reported a position in SJM in Q4 2015 and held it in 7 quarters. The position peaked at $15.2M in Q2 2016. 738 funds tracked by Wall St. Rank hold SJM as of Q3 2017.

  • Stack Financial Management reported no remaining J.M. Smucker position as of Q3 2017 after selling out during the quarter.
  • Stack Financial Management sold 102,728 J.M. Smucker shares in Q3 2017, an estimated $12.2M.
  • Stack Financial Management first reported a position in J.M. Smucker in Q4 2015 and held it in 7 quarters.
  • Stack Financial Management's J.M. Smucker position peaked at $15.2M in Q2 2016.
  • 738 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2017.

Based on Stack Financial Management's 13F filing for Q3 2017, filed 26 Oct 2017.