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Strategic Global Advisors’s J.M. Smucker SJM Stock Holding History

Strategic Global Advisors’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
-2,510
Closed -$258K – 195
2018
Q3 		$258K Hold
2,510
– – 0.08% 174
2018
Q2 		$311K Hold
2,510
– – 0.08% 155
2018
Q1 		$311K Hold
2,510
– – 0.11% 144
2017
Q4 		$312K Hold
2,510
– – 0.1% 142
2017
Q3 		$263K Buy
+2,510
New +$287K 0.1% 150

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Strategic Global Advisors's SJM Position: Q4 2018 in Review

Strategic Global Advisors sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 2,510 shares — an estimated $258K sold.

Strategic Global Advisors first reported a position in SJM in Q3 2017 and held it in 5 quarters. The position peaked at $312K in Q4 2017. 755 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

  • Strategic Global Advisors reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
  • Strategic Global Advisors sold 2,510 J.M. Smucker shares in Q4 2018, an estimated $258K.
  • Strategic Global Advisors first reported a position in J.M. Smucker in Q3 2017 and held it in 5 quarters.
  • Strategic Global Advisors's J.M. Smucker position peaked at $312K in Q4 2017.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Strategic Global Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.