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

YHB 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
2017
Q3 		– Sell
-1,837
Closed -$217K – 182
2017
Q2 		$217K Hold
1,837
– – 0.04% 174
2017
Q1 		$233K Hold
1,837
– – 0.04% 164
2016
Q4 		$235K Hold
1,837
– – 0.05% 161
2016
Q3 		$249K Hold
1,837
– – 0.06% 153
2016
Q2 		$280K Buy
+1,837
New +$244K 0.06% 143
2016
Q1 		– Sell
-2,039
Closed -$251K – 162
2015
Q4 		$251K Hold
2,039
– – 0.06% 146
2015
Q3 		$233K Sell
2,039
-10
-0.5% -$1.11K 0.06% 147
2015
Q2 		$222K Hold
2,049
– – 0.05% 160
2015
Q1 		$237K Hold
2,049
– – 0.05% 154
2014
Q4 		$207K Buy
+2,049
New +$208K 0.05% 156

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

YHB Investment Advisors's SJM Position: Q3 2017 in Review

YHB Investment Advisors sold out of J.M. Smucker (SJM) in Q3 2017, closing a stake of 1,837 shares — an estimated $217K sold.

YHB Investment Advisors first reported a position in SJM in Q4 2014 and held it in 10 quarters. The position peaked at $280K in Q2 2016. 738 funds tracked by Wall St. Rank hold SJM as of Q3 2017.

  • YHB Investment Advisors reported no remaining J.M. Smucker position as of Q3 2017 after selling out during the quarter.
  • YHB Investment Advisors sold 1,837 J.M. Smucker shares in Q3 2017, an estimated $217K.
  • YHB Investment Advisors first reported a position in J.M. Smucker in Q4 2014 and held it in 10 quarters.
  • YHB Investment Advisors's J.M. Smucker position peaked at $280K in Q2 2016.
  • 738 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2017.

Based on YHB Investment Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.