Aquatic Capital 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
2025 Q2	–	Sell	-107,847	Closed	-$12.8M	–	1508
2025 Q1	$12.8M	Buy	107,847 +21,514	+25%	+$2.55M	0.33%	72
2024 Q4	$9.51M	Sell	86,333 -59,029	-41%	-$6.5M	0.26%	101
2024 Q3	$17.6M	Sell	145,362 -23,938	-14%	-$2.9M	0.46%	56
2024 Q2	$18.5M	Buy	+169,300	New	+$18.5M	0.68%	33