Aristotle Capital Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $865K | Hold |
8,967
| – | – | ﹤0.01% | 165 |
|
|
2025
Q4 | $877K | Hold |
8,967
| – | – | ﹤0.01% | 168 |
|
|
2025
Q3 | $974K | Hold |
8,967
| – | – | ﹤0.01% | 166 |
|
|
2025
Q2 | $881K | Hold |
8,967
| – | – | ﹤0.01% | 163 |
|
|
2025
Q1 | $1.06M | Hold |
8,967
| – | – | ﹤0.01% | 154 |
|
|
2024
Q4 | $987K | Sell |
8,967
-400
| -4% | -$46K | ﹤0.01% | 160 |
|
|
2024
Q3 | $1.13M | Hold |
9,367
| – | – | ﹤0.01% | 155 |
|
|
2024
Q2 | $1.02M | Hold |
9,367
| – | – | ﹤0.01% | 156 |
|
|
2024
Q1 | $1.18M | Sell |
9,367
-400
| -4% | -$50.6K | ﹤0.01% | 154 |
|
|
2023
Q4 | $1.23M | Sell |
9,767
-300
| -3% | -$34.8K | ﹤0.01% | 148 |
|
|
2023
Q3 | $1.24M | Hold |
10,067
| – | – | ﹤0.01% | 147 |
|
|
2023
Q2 | $1.49M | Sell |
10,067
-2,000
| -17% | -$305K | ﹤0.01% | 145 |
|
|
2023
Q1 | $1.9M | Sell |
12,067
-450
| -4% | -$68.4K | ﹤0.01% | 141 |
|
|
2022
Q4 | $1.98M | Hold |
12,517
| – | – | ﹤0.01% | 141 |
|
|
2022
Q3 | $1.72M | Hold |
12,517
| – | – | ﹤0.01% | 143 |
|
|
2022
Q2 | $1.6M | Sell |
12,517
-800
| -6% | -$107K | ﹤0.01% | 146 |
|
|
2022
Q1 | $1.8M | Hold |
13,317
| – | – | ﹤0.01% | 149 |
|
|
2021
Q4 | $1.81M | Hold |
13,317
| – | – | ﹤0.01% | 147 |
|
|
2021
Q3 | $1.6M | Hold |
13,317
| – | – | ﹤0.01% | 148 |
|
|
2021
Q2 | $1.73M | Sell |
13,317
-300
| -2% | -$39.8K | ﹤0.01% | 144 |
|
|
2021
Q1 | $1.72M | Hold |
13,617
| – | – | ﹤0.01% | 143 |
|
|
2020
Q4 | $1.57M | Sell |
13,617
-6
| -0% | -$697 | ﹤0.01% | 145 |
|
|
2020
Q3 | $1.57M | Sell |
13,623
-7
| -0.1% | -$780 | ﹤0.01% | 140 |
|
|
2020
Q2 | $1.44M | Buy |
13,630
+11
| +0.1% | +$1.24K | ﹤0.01% | 138 |
|
|
2020
Q1 | $1.51M | Sell |
13,619
-998
| -7% | -$107K | 0.01% | 135 |
|
|
2019
Q4 | $1.52M | Hold |
14,617
| – | – | 0.01% | 140 |
|
|
2019
Q3 | $1.61M | Hold |
14,617
| – | – | 0.01% | 139 |
|
|
2019
Q2 | $1.68M | Sell |
14,617
-3,001
| -17% | -$366K | 0.01% | 140 |
|
|
2019
Q1 | $2.05M | Buy |
17,618
+1
| +0% | +$105 | 0.01% | 133 |
|
|
2018
Q4 | $1.65M | Hold |
17,617
| – | – | 0.01% | 134 |
|
|
2018
Q3 | $1.81M | Hold |
17,617
| – | – | 0.01% | 131 |
|
|
2018
Q2 | $1.89M | Hold |
17,617
| – | – | 0.01% | 131 |
|
|
2018
Q1 | $2.19M | Sell |
17,617
-534
| -3% | -$66.7K | 0.01% | 130 |
|
|
2017
Q4 | $2.25M | Buy |
18,151
+534
| +3% | +$59.3K | 0.02% | 132 |
|
|
2017
Q3 | $1.85M | Hold |
17,617
| – | – | 0.01% | 108 |
|
|
2017
Q2 | $2.08M | Hold |
17,617
| – | – | 0.02% | 71 |
|
|
2017
Q1 | $2.31M | Hold |
17,617
| – | – | 0.02% | 72 |
|
|
2016
Q4 | $2.26M | Sell |
17,617
-300
| -2% | -$38.9K | 0.02% | 69 |
|
|
2016
Q3 | $2.43M | Sell |
17,917
-1,783
| -9% | -$262K | 0.03% | 68 |
|
|
2016
Q2 | $3M | Buy |
19,700
+800
| +4% | +$106K | 0.03% | 67 |
|
|
2016
Q1 | $2.45M | Hold |
18,900
| – | – | 0.03% | 70 |
|
|
2015
Q4 | $2.33M | Sell |
18,900
-800
| -4% | -$95.4K | 0.03% | 77 |
|
|
2015
Q3 | $2.25M | Hold |
19,700
| – | – | 0.03% | 76 |
|
|
2015
Q2 | $2.14M | Sell |
19,700
-1,000
| -5% | -$116K | 0.03% | 75 |
|
|
2015
Q1 | $2.4M | Hold |
20,700
| – | – | 0.03% | 75 |
|
|
2014
Q4 | $2.09M | Hold |
20,700
| – | – | 0.03% | 79 |
|
|
2014
Q3 | $2.05M | Hold |
20,700
| – | – | 0.03% | 78 |
|
|
2014
Q2 | $2.21M | Hold |
20,700
| – | – | 0.03% | 105 |
|
|
2014
Q1 | $2.01M | Hold |
20,700
| – | – | 0.03% | 82 |
|
|
2013
Q4 | $2.15M | Buy |
20,700
+600
| +3% | +$63.6K | 0.03% | 79 |
|
|
2013
Q3 | $2.11M | Sell |
20,100
-900
| -4% | -$97.5K | 0.04% | 82 |
|
|
2013
Q2 | $2.17M | Buy |
+21,000
| New | +$2.14M | 0.06% | 72 |
|
Other funds holding SJM
VCM
VPM
