Alambic Investment Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,250
| Closed | -$238K | – | 147 |
|
|
2020
Q2 | $238K | Buy |
+2,250
| New | +$238K | 0.6% | 72 |
|
|
2018
Q2 | – | Sell |
-7,162
| Closed | -$888K | – | 439 |
|
|
2018
Q1 | $888K | Sell |
7,162
-9,200
| -56% | -$1.14M | 0.12% | 241 |
|
|
2017
Q4 | $2.03M | Sell |
16,362
-42,021
| -72% | -$5.22M | 0.24% | 143 |
|
|
2017
Q3 | $6.13M | Buy |
58,383
+21,927
| +60% | +$2.3M | 0.67% | 21 |
|
|
2017
Q2 | $4.31M | Sell |
36,456
-17,082
| -32% | -$2.02M | 0.53% | 38 |
|
|
2017
Q1 | $7.02M | Buy |
+53,538
| New | +$7.02M | 0.86% | 4 |
|