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Waddell & Reed Financial’s J.M. Smucker SJM Stock Holding History

Waddell & Reed Financial’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
2017
Q1 		– Sell
-437,530
Closed -$56M – 582
2016
Q4 		$56M Hold
437,530
– – 0.12% 202
2016
Q3 		$59.3M Buy
437,530
+105,572
+32% +$15.5M 0.12% 188
2016
Q2 		$50.6M Sell
331,958
-37,728
-10% -$5.02M 0.11% 201
2016
Q1 		$48M Buy
369,686
+217,768
+143% +$27.4M 0.09% 203
2015
Q4 		$18.7M Buy
+151,918
New +$18.1M 0.03% 325

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waddell & Reed Financial's SJM Position: Q1 2017 in Review

Waddell & Reed Financial sold out of J.M. Smucker (SJM) in Q1 2017, closing a stake of 437,530 shares — an estimated $56M sold.

Waddell & Reed Financial first reported a position in SJM in Q4 2015 and held it in 5 quarters. The position peaked at $59.3M in Q3 2016. 805 funds tracked by Wall St. Rank hold SJM as of Q1 2017.

  • Waddell & Reed Financial reported no remaining J.M. Smucker position as of Q1 2017 after selling out during the quarter.
  • Waddell & Reed Financial sold 437,530 J.M. Smucker shares in Q1 2017, an estimated $56M.
  • Waddell & Reed Financial first reported a position in J.M. Smucker in Q4 2015 and held it in 5 quarters.
  • Waddell & Reed Financial's J.M. Smucker position peaked at $59.3M in Q3 2016.
  • 805 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2017.

Based on Waddell & Reed Financial's 13F filing for Q1 2017, filed 15 May 2017.