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Wellesley Investment Partners’s J.M. Smucker SJM Stock Holding History

Wellesley Investment Partners’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
Q2 		– Sell
-1,837
Closed -$214K – 121
2019
Q1 		$214K Buy
+1,837
New +$192K 0.07% 118
2018
Q2 		– Sell
-1,675
Closed -$207K – 134
2018
Q1 		$207K Hold
1,675
– – 0.07% 125
2017
Q4 		$208K Buy
+1,675
New +$186K 0.08% 123
2017
Q2 		– Sell
-1,675
Closed -$219K – 122
2017
Q1 		$219K Hold
1,675
– – 0.1% 105
2016
Q4 		$214K Buy
+1,675
New +$217K 0.1% 101

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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Wellesley Investment Partners's SJM Position: Q2 2019 in Review

Wellesley Investment Partners sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 1,837 shares — an estimated $214K sold.

Wellesley Investment Partners first reported a position in SJM in Q4 2016 and held it in 5 quarters. The position peaked at $219K in Q1 2017. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

  • Wellesley Investment Partners reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
  • Wellesley Investment Partners sold 1,837 J.M. Smucker shares in Q2 2019, an estimated $214K.
  • Wellesley Investment Partners first reported a position in J.M. Smucker in Q4 2016 and held it in 5 quarters.
  • Wellesley Investment Partners's J.M. Smucker position peaked at $219K in Q1 2017.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on Wellesley Investment Partners's 13F filing for Q2 2019, filed 5 Aug 2019.