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Westside Investment Management’s J.M. Smucker SJM Stock Holding History

Westside Investment Management’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
Q4 		– Sell
-29
Closed -$2.97K – 795
2018
Q3 		$2.97K Hold
29
– – ﹤0.01% 651
2018
Q2 		$3.05K Sell
29
-25
-46% -$2.81K ﹤0.01% 737
2018
Q1 		$6.47K Hold
54
– – ﹤0.01% 626
2017
Q4 		$6.84K Buy
54
+25
+86% +$2.78K ﹤0.01% 638
2017
Q3 		$2.98K Buy
+29
New +$3.31K ﹤0.01% 724

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westside Investment Management's SJM Position: Q4 2018 in Review

Westside Investment Management sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 29 shares — an estimated $2.97K sold.

Westside Investment Management first reported a position in SJM in Q3 2017 and held it in 5 quarters. The position peaked at $6.84K in Q4 2017. 755 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

  • Westside Investment Management reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
  • Westside Investment Management sold 29 J.M. Smucker shares in Q4 2018, an estimated $2.97K.
  • Westside Investment Management first reported a position in J.M. Smucker in Q3 2017 and held it in 5 quarters.
  • Westside Investment Management's J.M. Smucker position peaked at $6.84K in Q4 2017.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.