Stonehage Fleming Financial Services’s J.M. Smucker SJM Stock Holding History

Stonehage Fleming Financial Services’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
2017 Q4	–	Sell	-4,656	Closed	-$489K	–	246
2017 Q3	$489K	Hold	4,656	–	–	0.02%	143
2017 Q2	$551K	Hold	4,656	–	–	0.03%	129
2017 Q1	$610K	Hold	4,656	–	–	0.04%	145
2016 Q4	$596K	Hold	4,656	–	–	0.04%	149
2016 Q3	$631K	Hold	4,656	–	–	0.04%	135
2016 Q2	$710K	Hold	4,656	–	–	0.05%	128
2016 Q1	$605K	Hold	4,656	–	–	0.04%	130
2015 Q4	$574K	Hold	4,656	–	–	0.05%	62
2015 Q3	$531K	Sell	4,656 -8,023	-63%	-$895K	0.06%	66
2015 Q2	$1.38M	Sell	12,679 -9,553	-43%	-$1.11M	0.16%	42
2015 Q1	$2.57M	Sell	22,232 -16,395	-42%	-$1.8M	0.31%	38
2014 Q4	$3.9M	Buy	+38,627	New	+$3.91M	0.46%	36

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Stonehage Fleming Financial Services's SJM Position: Q4 2017 in Review

Stonehage Fleming Financial Services sold out of J.M. Smucker (SJM) in Q4 2017, closing a stake of 4,656 shares — an estimated $489K sold.

Stonehage Fleming Financial Services first reported a position in SJM in Q4 2014 and held it in 12 quarters. The position peaked at $3.9M in Q4 2014. 799 funds tracked by Wall St. Rank hold SJM as of Q4 2017.

Stonehage Fleming Financial Services reported no remaining J.M. Smucker position as of Q4 2017 after selling out during the quarter.
Stonehage Fleming Financial Services sold 4,656 J.M. Smucker shares in Q4 2017, an estimated $489K.
Stonehage Fleming Financial Services first reported a position in J.M. Smucker in Q4 2014 and held it in 12 quarters.
Stonehage Fleming Financial Services's J.M. Smucker position peaked at $3.9M in Q4 2014.
799 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2017.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2017, filed 11 Oct 2019.