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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Stokes & Hubbell Capital Management's SJM Position: Q1 2019 in Review

Stokes & Hubbell Capital Management reduced its J.M. Smucker (SJM) stake by 8.9% in Q1 2019, selling an estimated $43.2K and leaving 4,244 shares worth $494K. The position accounts for 0.1% of the portfolio, ranked #93.

Stokes & Hubbell Capital Management first reported a position in SJM in Q3 2017 and has held it in 7 quarters since. The position peaked at $554K in Q1 2018. 809 funds tracked by Wall St. Rank hold SJM as of Q1 2019.

Stokes & Hubbell Capital Management held 4,244 shares of J.M. Smucker worth $494K as of Q1 2019.
Stokes & Hubbell Capital Management sold 413 J.M. Smucker shares in Q1 2019, an estimated $43.2K.
J.M. Smucker made up 0.1% of Stokes & Hubbell Capital Management's portfolio in Q1 2019, its #93 holding.
Stokes & Hubbell Capital Management first reported a position in J.M. Smucker in Q3 2017 and has held it in 7 quarters since.
Stokes & Hubbell Capital Management's J.M. Smucker position peaked at $554K in Q1 2018.
809 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2019.

Based on Stokes & Hubbell Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.