AI
Ariel Investments’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150M | Sell |
1,528,938
-352,646
| -19% | -$34.6M | 1.7% | 27 |
|
|
2025
Q1 | $223M | Buy |
1,881,584
+48,723
| +3% | +$5.77M | 2.62% | 7 |
|
|
2024
Q4 | $202M | Buy |
1,832,861
+201,576
| +12% | +$22.2M | 2.15% | 16 |
|
|
2024
Q3 | $198M | Buy |
1,631,285
+276,286
| +20% | +$33.5M | 2.02% | 18 |
|
|
2024
Q2 | $148M | Buy |
1,354,999
+486,624
| +56% | +$53.1M | 1.6% | 30 |
|
|
2024
Q1 | $109M | Buy |
868,375
+321,049
| +59% | +$40.4M | 1.08% | 38 |
|
|
2023
Q4 | $69.2M | Sell |
547,326
-43,671
| -7% | -$5.52M | 0.69% | 52 |
|
|
2023
Q3 | $72.6M | Buy |
590,997
+584
| +0.1% | +$71.8K | 0.77% | 50 |
|
|
2023
Q2 | $87.2M | Sell |
590,413
-46,985
| -7% | -$6.94M | 0.83% | 48 |
|
|
2023
Q1 | $100M | Sell |
637,398
-7,455
| -1% | -$1.17M | 0.96% | 39 |
|
|
2022
Q4 | $102M | Sell |
644,853
-92,177
| -13% | -$14.6M | 1.04% | 40 |
|
|
2022
Q3 | $101M | Sell |
737,030
-275,085
| -27% | -$37.8M | 1.11% | 40 |
|
|
2022
Q2 | $130M | Sell |
1,012,115
-263,784
| -21% | -$33.8M | 1.29% | 32 |
|
|
2022
Q1 | $173M | Sell |
1,275,899
-214,319
| -14% | -$29M | 1.53% | 29 |
|
|
2021
Q4 | $202M | Buy |
1,490,218
+109,723
| +8% | +$14.9M | 1.71% | 21 |
|
|
2021
Q3 | $166M | Buy |
1,380,495
+30,406
| +2% | +$3.65M | 1.52% | 23 |
|
|
2021
Q2 | $175M | Buy |
1,350,089
+20,001
| +2% | +$2.59M | 1.64% | 20 |
|
|
2021
Q1 | $168M | Buy |
1,330,088
+366,994
| +38% | +$46.4M | 1.66% | 21 |
|
|
2020
Q4 | $111M | Sell |
963,094
-47,415
| -5% | -$5.48M | 1.25% | 27 |
|
|
2020
Q3 | $117M | Sell |
1,010,509
-65,819
| -6% | -$7.6M | 1.7% | 18 |
|
|
2020
Q2 | $114M | Sell |
1,076,328
-28,341
| -3% | -$3M | 1.73% | 19 |
|
|
2020
Q1 | $123M | Sell |
1,104,669
-406,691
| -27% | -$45.1M | 2.15% | 11 |
|
|
2019
Q4 | $157M | Sell |
1,511,360
-2,486
| -0.2% | -$259K | 1.97% | 15 |
|
|
2019
Q3 | $167M | Sell |
1,513,846
-23,873
| -2% | -$2.63M | 2.22% | 11 |
|
|
2019
Q2 | $177M | Sell |
1,537,719
-90,123
| -6% | -$10.4M | 2.22% | 7 |
|
|
2019
Q1 | $190M | Buy |
1,627,842
+39,206
| +2% | +$4.57M | 2.36% | 7 |
|
|
2018
Q4 | $149M | Sell |
1,588,636
-173,816
| -10% | -$16.3M | 2.07% | 9 |
|
|
2018
Q3 | $181M | Sell |
1,762,452
-5,008
| -0.3% | -$514K | 2% | 11 |
|
|
2018
Q2 | $190M | Buy |
1,767,460
+108,828
| +7% | +$11.7M | 2.13% | 9 |
|
|
2018
Q1 | $206M | Buy |
1,658,632
+47,050
| +3% | +$5.83M | 2.35% | 7 |
|
|
2017
Q4 | $200M | Buy |
1,611,582
+254,864
| +19% | +$31.7M | 2.26% | 6 |
|
|
2017
Q3 | $142M | Buy |
1,356,718
+319,223
| +31% | +$33.5M | 1.65% | 18 |
|
|
2017
Q2 | $123M | Sell |
1,037,495
-5,796
| -0.6% | -$686K | 1.45% | 25 |
|
|
2017
Q1 | $137M | Sell |
1,043,291
-40,487
| -4% | -$5.31M | 1.61% | 18 |
|
|
2016
Q4 | $139M | Sell |
1,083,778
-6,037
| -0.6% | -$773K | 1.64% | 16 |
|
|
2016
Q3 | $148M | Sell |
1,089,815
-77,857
| -7% | -$10.6M | 1.79% | 13 |
|
|
2016
Q2 | $178M | Sell |
1,167,672
-134,138
| -10% | -$20.4M | 2.23% | 6 |
|
|
2016
Q1 | $169M | Sell |
1,301,810
-471,894
| -27% | -$61.3M | 2.04% | 9 |
|
|
2015
Q4 | $219M | Sell |
1,773,704
-161,193
| -8% | -$19.9M | 2.62% | 3 |
|
|
2015
Q3 | $221M | Buy |
1,934,897
+43,811
| +2% | +$5M | 2.75% | 4 |
|
|
2015
Q2 | $205M | Sell |
1,891,086
-21,685
| -1% | -$2.35M | 2.31% | 8 |
|
|
2015
Q1 | $221M | Buy |
1,912,771
+17,645
| +0.9% | +$2.04M | 2.48% | 7 |
|
|
2014
Q4 | $191M | Buy |
1,895,126
+81,650
| +5% | +$8.25M | 2.21% | 8 |
|
|
2014
Q3 | $180M | Buy |
1,813,476
+263,876
| +17% | +$26.1M | 2.32% | 8 |
|
|
2014
Q2 | $165M | Sell |
1,549,600
-59,916
| -4% | -$6.39M | 2.02% | 11 |
|
|
2014
Q1 | $157M | Buy |
1,609,516
+774,938
| +93% | +$75.4M | 1.91% | 13 |
|
|
2013
Q4 | $86.5M | Buy |
834,578
+339,915
| +69% | +$35.2M | 1.06% | 38 |
|
|
2013
Q3 | $52M | Sell |
494,663
-93,071
| -16% | -$9.78M | 0.76% | 51 |
|
|
2013
Q2 | $60.6M | Buy |
+587,734
| New | +$60.6M | 0.99% | 44 |
|