American Research & Management Company’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-50
| Closed | -$6K | – | 447 |
|
2022
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 321 |
|
2022
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 329 |
|
2021
Q4 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 323 |
|
2021
Q1 | – | Sell |
-113
| Closed | -$13K | – | 390 |
|
2020
Q4 | $13K | Hold |
113
| – | – | ﹤0.01% | 283 |
|
2020
Q3 | $13K | Hold |
113
| – | – | ﹤0.01% | 256 |
|
2020
Q2 | $12K | Hold |
113
| – | – | ﹤0.01% | 261 |
|
2020
Q1 | $13K | Hold |
113
| – | – | ﹤0.01% | 248 |
|
2019
Q4 | $12K | Hold |
113
| – | – | ﹤0.01% | 267 |
|
2019
Q3 | $12K | Sell |
113
-125
| -53% | -$13.3K | ﹤0.01% | 266 |
|
2019
Q2 | $27K | Hold |
238
| – | – | 0.01% | 243 |
|
2019
Q1 | $28K | Hold |
238
| – | – | 0.01% | 257 |
|
2018
Q4 | $22K | Hold |
238
| – | – | 0.01% | 224 |
|
2018
Q3 | $24K | Hold |
238
| – | – | 0.01% | 234 |
|
2018
Q2 | $26K | Hold |
238
| – | – | 0.01% | 207 |
|
2018
Q1 | $30K | Hold |
238
| – | – | 0.01% | 218 |
|
2017
Q4 | $30K | Hold |
238
| – | – | 0.01% | 229 |
|
2017
Q3 | $25K | Hold |
238
| – | – | 0.01% | 220 |
|
2017
Q2 | $28K | Hold |
238
| – | – | 0.01% | 204 |
|
2017
Q1 | $31K | Hold |
238
| – | – | 0.01% | 194 |
|
2016
Q4 | $30K | Hold |
238
| – | – | 0.01% | 207 |
|
2016
Q3 | $32K | Hold |
238
| – | – | 0.01% | 206 |
|
2016
Q2 | $36K | Hold |
238
| – | – | 0.01% | 188 |
|
2016
Q1 | $31K | Hold |
238
| – | – | 0.01% | 200 |
|
2015
Q4 | $29K | Hold |
238
| – | – | 0.01% | 207 |
|
2015
Q3 | $27K | Hold |
238
| – | – | 0.01% | 213 |
|
2015
Q2 | $26K | Hold |
238
| – | – | 0.01% | 225 |
|
2015
Q1 | $28K | Hold |
238
| – | – | 0.01% | 215 |
|
2014
Q4 | $24K | Hold |
238
| – | – | 0.01% | 219 |
|
2014
Q3 | $24K | Hold |
238
| – | – | 0.01% | 225 |
|
2014
Q2 | $25K | Hold |
238
| – | – | 0.01% | 225 |
|
2014
Q1 | $23K | Buy |
238
+125
| +111% | +$12.1K | 0.01% | 234 |
|
2013
Q4 | $12K | Hold |
113
| – | – | ﹤0.01% | 287 |
|
2013
Q3 | $12K | Hold |
113
| – | – | ﹤0.01% | 273 |
|
2013
Q2 | $12K | Buy |
+113
| New | +$12K | ﹤0.01% | 271 |
|