Vicus Capital’s J.M. Smucker SJM Stock Holding History

Vicus Capital’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 Q1	–	Sell	-8,751	Closed	-$1.09M	–	241
2017 Q4	$1.09M	Buy	8,751 +5,930	+210%	+$659K	0.19%	92
2017 Q3	$296K	Buy	+2,821	New	+$322K	0.06%	191

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vicus Capital's SJM Position: Q1 2018 in Review

Vicus Capital sold out of J.M. Smucker (SJM) in Q1 2018, closing a stake of 8,751 shares — an estimated $1.09M sold.

Vicus Capital first reported a position in SJM in Q3 2017 and held it in 2 quarters. The position peaked at $1.09M in Q4 2017. 809 funds tracked by Wall St. Rank hold SJM as of Q1 2018.

Vicus Capital reported no remaining J.M. Smucker position as of Q1 2018 after selling out during the quarter.
Vicus Capital sold 8,751 J.M. Smucker shares in Q1 2018, an estimated $1.09M.
Vicus Capital first reported a position in J.M. Smucker in Q3 2017 and held it in 2 quarters.
Vicus Capital's J.M. Smucker position peaked at $1.09M in Q4 2017.
809 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2018.

Based on Vicus Capital's 13F filing for Q1 2018, filed 7 May 2018.