SWK
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Stephen W. Kidder’s J.M. Smucker SJM Stock Holding History

Stephen W. Kidder’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 		– Sell
-2,610
Closed -$268K – 82
2018
Q3 		$268K Sell
2,610
-4,210
-62% -$460K 0.1% 81
2018
Q2 		$733K Sell
6,820
-50
-0.7% -$5.61K 0.28% 56
2018
Q1 		$852K Sell
6,870
-2,055
-23% -$257K 0.33% 53
2017
Q4 		$1.11M Sell
8,925
-13,242
-60% -$1.47M 0.4% 48
2017
Q3 		$2.33M Buy
22,167
+1,050
+5% +$120K 0.86% 34
2017
Q2 		$2.5M Buy
21,117
+2,627
+14% +$332K 0.95% 35
2017
Q1 		$2.42M Buy
18,490
+13,040
+239% +$1.77M 0.93% 34
2016
Q4 		$699K Buy
5,450
+1,550
+40% +$201K 0.28% 60
2016
Q3 		$529K Sell
3,900
-45
-1% -$6.61K 0.21% 63
2016
Q2 		$601K Sell
3,945
-30
-0.8% -$3.99K 0.24% 65
2016
Q1 		$517K Buy
3,975
+1,360
+52% +$171K 0.21% 66
2015
Q4 		$321K Buy
2,615
+70
+3% +$8.34K 0.14% 83
2015
Q3 		$291K Hold
2,545
– – 0.15% 76
2015
Q2 		$276K Sell
2,545
-435
-15% -$50.3K 0.12% 83
2015
Q1 		$345K Buy
2,980
+150
+5% +$16.4K 0.15% 80
2014
Q4 		$286K Buy
2,830
+80
+3% +$8.11K 0.12% 89
2014
Q3 		$272K Buy
+2,750
New +$282K 0.12% 89
2013
Q3 		– Sell
-2,370
Closed -$245K – 64
2013
Q2 		$245K Buy
+2,370
New +$241K 0.2% 60

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stephen W. Kidder's SJM Position: Q4 2018 in Review

Stephen W. Kidder sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 2,610 shares — an estimated $268K sold.

Stephen W. Kidder first reported a position in SJM in Q2 2013 and held it in 18 quarters. The position peaked at $2.5M in Q2 2017. 755 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

  • Stephen W. Kidder reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
  • Stephen W. Kidder sold 2,610 J.M. Smucker shares in Q4 2018, an estimated $268K.
  • Stephen W. Kidder first reported a position in J.M. Smucker in Q2 2013 and held it in 18 quarters.
  • Stephen W. Kidder's J.M. Smucker position peaked at $2.5M in Q2 2017.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Stephen W. Kidder's 13F filing for Q4 2018, filed 24 Jan 2019.