Asahi Life Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,320
| Closed | -$285K | – | 224 |
|
|
2023
Q3 | $285K | Buy |
2,320
+400
| +21% | +$49.2K | 0.1% | 138 |
|
|
2023
Q2 | $284K | Sell |
1,920
-80
| -4% | -$11.8K | 0.09% | 158 |
|
|
2023
Q1 | $315K | Sell |
2,000
-90
| -4% | -$14.2K | 0.1% | 128 |
|
|
2022
Q4 | $331K | Buy |
2,090
+950
| +83% | +$151K | 0.11% | 124 |
|
|
2022
Q3 | $157K | Buy |
+1,140
| New | +$157K | 0.05% | 181 |
|
|
2020
Q1 | – | Sell |
-3,460
| Closed | -$360K | – | 241 |
|
|
2019
Q4 | $360K | Buy |
+3,460
| New | +$360K | 0.05% | 164 |
|