SWM
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Stockman Wealth Management’s J.M. Smucker SJM Stock Holding History

Stockman Wealth 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
Q2 		– Sell
-27,315
Closed -$3.39M – 157
2018
Q1 		$3.39M Sell
27,315
-1,159
-4% -$145K 1.55% 25
2017
Q4 		$3.54M Sell
28,474
-4,714
-14% -$524K 1.59% 23
2017
Q3 		$3.48M Buy
33,188
+24,163
+268% +$2.76M 1.67% 23
2017
Q2 		$1.07M Sell
9,025
-13,017
-59% -$1.64M 1.07% 38
2017
Q1 		$2.89M Buy
22,042
+1,454
+7% +$198K 1.64% 23
2016
Q4 		$2.64M Buy
+20,588
New +$2.67M 1.6% 22

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 $1.9T AUM 41.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stockman Wealth Management's SJM Position: Q2 2018 in Review

Stockman Wealth Management sold out of J.M. Smucker (SJM) in Q2 2018, closing a stake of 27,315 shares — an estimated $3.39M sold.

Stockman Wealth Management first reported a position in SJM in Q4 2016 and held it in 6 quarters. The position peaked at $3.54M in Q4 2017. 811 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

  • Stockman Wealth Management reported no remaining J.M. Smucker position as of Q2 2018 after selling out during the quarter.
  • Stockman Wealth Management sold 27,315 J.M. Smucker shares in Q2 2018, an estimated $3.39M.
  • Stockman Wealth Management first reported a position in J.M. Smucker in Q4 2016 and held it in 6 quarters.
  • Stockman Wealth Management's J.M. Smucker position peaked at $3.54M in Q4 2017.
  • 811 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on Stockman Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.