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Zweig-DiMenna Associates’s J.M. Smucker SJM Stock Holding History

Zweig-DiMenna Associates’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
2015
Q4 		– Sell
-100,500
Closed -$11.5M – 291
2015
Q3 		$11.5M Buy
+100,500
New +$11.2M 0.5% 61
2013
Q4 		– Sell
-2,400
Closed -$252K – 303
2013
Q3 		$252K Buy
+2,400
New +$260K 0.01% 211

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Zweig-DiMenna Associates's SJM Position: Q4 2015 in Review

Zweig-DiMenna Associates sold out of J.M. Smucker (SJM) in Q4 2015, closing a stake of 100,500 shares — an estimated $11.5M sold.

Zweig-DiMenna Associates first reported a position in SJM in Q3 2013 and held it in 2 quarters. The position peaked at $11.5M in Q3 2015. 706 funds tracked by Wall St. Rank hold SJM as of Q4 2015.

  • Zweig-DiMenna Associates reported no remaining J.M. Smucker position as of Q4 2015 after selling out during the quarter.
  • Zweig-DiMenna Associates sold 100,500 J.M. Smucker shares in Q4 2015, an estimated $11.5M.
  • Zweig-DiMenna Associates first reported a position in J.M. Smucker in Q3 2013 and held it in 2 quarters.
  • Zweig-DiMenna Associates's J.M. Smucker position peaked at $11.5M in Q3 2015.
  • 706 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2015.

Based on Zweig-DiMenna Associates's 13F filing for Q4 2015, filed 10 Feb 2016.