VIA
SJM icon

Vantage Investment Advisors’s J.M. Smucker SJM Stock Holding History

Vantage Investment 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
Q2 		– Sell
-3
Closed – – 815
2018
Q1 		$0 Buy
+3
New +$375 ﹤0.01% 856
2016
Q4 		– Sell
-1
Closed – – 845
2016
Q3 		$0 Sell
1
-9
-90% -$1.32K ﹤0.01% 833
2016
Q2 		$2K Hold
10
– – ﹤0.01% 740
2016
Q1 		$1K Hold
10
– – ﹤0.01% 779
2015
Q4 		$1K Hold
10
– – ﹤0.01% 748
2015
Q3 		$1K Hold
10
– – ﹤0.01% 752
2015
Q2 		$1K Sell
10
-9
-47% -$1.04K ﹤0.01% 727
2015
Q1 		$2K Buy
19
+9
+90% +$986 ﹤0.01% 770
2014
Q4 		$1K Sell
10
-27
-73% -$2.73K ﹤0.01% 750
2014
Q3 		$4K Hold
37
– – ﹤0.01% 607
2014
Q2 		$4K Hold
37
– – ﹤0.01% 602
2014
Q1 		$4K Buy
37
+9
+32% +$875 ﹤0.01% 561
2013
Q4 		$3K Buy
+28
New +$2.97K ﹤0.01% 561

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vantage Investment Advisors's SJM Position: Q2 2018 in Review

Vantage Investment Advisors sold out of J.M. Smucker (SJM) in Q2 2018, closing a stake of 3 shares.

Vantage Investment Advisors first reported a position in SJM in Q4 2013 and held it in 13 quarters. The position peaked at $4K in Q3 2014. 810 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

  • Vantage Investment Advisors reported no remaining J.M. Smucker position as of Q2 2018 after selling out during the quarter.
  • Vantage Investment Advisors sold 3 J.M. Smucker shares in Q2 2018.
  • Vantage Investment Advisors first reported a position in J.M. Smucker in Q4 2013 and held it in 13 quarters.
  • Vantage Investment Advisors's J.M. Smucker position peaked at $4K in Q3 2014.
  • 810 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on Vantage Investment Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.