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U.S. Global Investors (USGI)’s J.M. Smucker SJM Stock Holding History

U.S. Global Investors (USGI)’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
2015
Q3 		– Sell
-2,100
Closed -$228K – 354
2015
Q2 		$228K Buy
+2,100
New +$243K 0.09% 201

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCP
Vestar Capital Partners New York $435M AUM 20.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

U.S. Global Investors (USGI)'s SJM Position: Q3 2015 in Review

U.S. Global Investors (USGI) sold out of J.M. Smucker (SJM) in Q3 2015, closing a stake of 2,100 shares — an estimated $228K sold.

U.S. Global Investors (USGI) first reported a position in SJM in Q2 2015 and held it in 1 quarter. The position peaked at $228K in Q2 2015. 677 funds tracked by Wall St. Rank hold SJM as of Q3 2015.

  • U.S. Global Investors (USGI) reported no remaining J.M. Smucker position as of Q3 2015 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 2,100 J.M. Smucker shares in Q3 2015, an estimated $228K.
  • U.S. Global Investors (USGI) first reported a position in J.M. Smucker in Q2 2015 and held it in 1 quarter.
  • U.S. Global Investors (USGI)'s J.M. Smucker position peaked at $228K in Q2 2015.
  • 677 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2015.

Based on U.S. Global Investors (USGI)'s 13F filing for Q3 2015, filed 13 Nov 2015.