Arjuna Capital’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,445
| Closed | -$1.25M | – | 104 |
|
|
2023
Q2 | $1.25M | Sell |
8,445
-180
| -2% | -$26.6K | 0.44% | 59 |
|
|
2023
Q1 | $1.36M | Sell |
8,625
-12,485
| -59% | -$1.96M | 0.53% | 56 |
|
|
2022
Q4 | $3.35M | Buy |
21,110
+346
| +2% | +$54.8K | 1.54% | 19 |
|
|
2022
Q3 | $2.85M | Sell |
20,764
-5,562
| -21% | -$764K | 1.4% | 23 |
|
|
2022
Q2 | $3.37M | Buy |
26,326
+9,791
| +59% | +$1.25M | 1.63% | 20 |
|
|
2022
Q1 | $2.24M | Buy |
+16,535
| New | +$2.24M | 0.93% | 30 |
|
|
2021
Q3 | – | Sell |
-12,641
| Closed | -$1.64M | – | 132 |
|
|
2021
Q2 | $1.64M | Buy |
+12,641
| New | +$1.64M | 0.71% | 45 |
|
|
2020
Q1 | – | Sell |
-2,163
| Closed | -$225K | – | 94 |
|
|
2019
Q4 | $225K | Sell |
2,163
-5,886
| -73% | -$612K | 0.16% | 83 |
|
|
2019
Q3 | $886K | Buy |
8,049
+282
| +4% | +$31K | 0.76% | 42 |
|
|
2019
Q2 | $895K | Buy |
7,767
+26
| +0.3% | +$3K | 0.64% | 50 |
|
|
2019
Q1 | $902K | Buy |
7,741
+648
| +9% | +$75.5K | 0.7% | 51 |
|
|
2018
Q4 | $663K | Sell |
7,093
-293
| -4% | -$27.4K | 0.6% | 52 |
|
|
2018
Q3 | $758K | Sell |
7,386
-4,971
| -40% | -$510K | 0.57% | 57 |
|
|
2018
Q2 | $1.33M | Buy |
12,357
+222
| +2% | +$23.9K | 1.08% | 36 |
|
|
2018
Q1 | $1.51M | Buy |
+12,135
| New | +$1.51M | 1.27% | 33 |
|