Stone Ridge Asset Management’s J.M. Smucker SJM Stock Holding History

Stone Ridge Asset 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 Q4	–	Sell	-18,556	Closed	-$1.9M	–	1335
2018 Q3	$1.9M	Buy	18,556 +2,575	+16%	+$281K	0.1%	210
2018 Q2	$1.72M	Buy	15,981 +2,148	+16%	+$241K	0.1%	217
2018 Q1	$1.72M	Buy	13,833 +1,100	+9%	+$137K	0.1%	209
2017 Q4	$1.58M	Buy	+12,733	New	+$1.41M	0.1%	216
2016 Q2	–	Sell	-1,800	Closed	-$234K	–	43
2016 Q1	$234K	Hold	1,800	–	–	1.42%	33
2015 Q4	$222K	Hold	1,800	–	–	0.75%	65
2015 Q3	$205K	Buy	+1,800	New	+$201K	0.81%	81
2015 Q2	–	Sell	-1,800	Closed	-$208K	–	149
2015 Q1	$208K	Buy	+1,800	New	+$197K	0.52%	130

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stone Ridge Asset Management's SJM Position: Q4 2018 in Review

Stone Ridge Asset Management sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 18,556 shares — an estimated $1.9M sold.

Stone Ridge Asset Management first reported a position in SJM in Q1 2015 and held it in 8 quarters. The position peaked at $1.9M in Q3 2018. 755 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

Stone Ridge Asset Management reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
Stone Ridge Asset Management sold 18,556 J.M. Smucker shares in Q4 2018, an estimated $1.9M.
Stone Ridge Asset Management first reported a position in J.M. Smucker in Q1 2015 and held it in 8 quarters.
Stone Ridge Asset Management's J.M. Smucker position peaked at $1.9M in Q3 2018.
755 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Stone Ridge Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.