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Stokes & Hubbell Capital Management’s J.M. Smucker SJM Stock Holding History

Stokes & Hubbell Capital 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
2019
Q1 		$494K Sell
4,244
-413
-9% -$43.2K 0.1% 93
2018
Q4 		$435K Sell
4,657
-43
-0.9% -$4.49K 0.1% 91
2018
Q3 		$482K Buy
4,700
+46
+1% +$5.02K 0.1% 90
2018
Q2 		$500K Buy
4,654
+186
+4% +$20.9K 0.11% 86
2018
Q1 		$554K Buy
4,468
+236
+6% +$29.5K 0.13% 80
2017
Q4 		$526K Buy
4,232
+2,311
+120% +$257K 0.13% 81
2017
Q3 		$202K Buy
+1,921
New +$219K 0.05% 113

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return