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USCA RIA’s J.M. Smucker SJM Stock Holding History

USCA RIA’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 		– Sell
-9,422
Closed -$881K – 456
2018
Q4 		$881K Buy
+9,422
New +$984K 0.12% 202
2017
Q4 		– Sell
-21,028
Closed -$2.49M – 448
2017
Q3 		$2.49M Hold
21,028
– – 0.32% 99
2017
Q2 		$2.49M Buy
21,028
+5,938
+39% +$750K 0.32% 100
2017
Q1 		$1.98M Buy
15,090
+1,373
+10% +$187K 0.29% 117
2016
Q4 		$1.76M Buy
+13,717
New +$1.78M 0.27% 116
2014
Q4 		– Sell
-9,266
Closed -$917K – 345
2014
Q3 		$917K Buy
+9,266
New +$951K 0.28% 101
2014
Q1 		– Sell
-6,649
Closed -$689K – 281
2013
Q4 		$689K Buy
+6,649
New +$705K 0.28% 112

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

USCA RIA's SJM Position: Q1 2019 in Review

USCA RIA sold out of J.M. Smucker (SJM) in Q1 2019, closing a stake of 9,422 shares — an estimated $881K sold.

USCA RIA first reported a position in SJM in Q4 2013 and held it in 7 quarters. The position peaked at $2.49M in Q3 2017. 809 funds tracked by Wall St. Rank hold SJM as of Q1 2019.

  • USCA RIA reported no remaining J.M. Smucker position as of Q1 2019 after selling out during the quarter.
  • USCA RIA sold 9,422 J.M. Smucker shares in Q1 2019, an estimated $881K.
  • USCA RIA first reported a position in J.M. Smucker in Q4 2013 and held it in 7 quarters.
  • USCA RIA's J.M. Smucker position peaked at $2.49M in Q3 2017.
  • 809 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2019.

Based on USCA RIA's 13F filing for Q1 2019, filed 13 May 2019.