Bessemer Group’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 | $327K | Sell |
3,334
-5,199
| -61% | -$510K | ﹤0.01% | 971 |
|
2025
Q1 | $1.01M | Sell |
8,533
-17,465
| -67% | -$2.07M | ﹤0.01% | 697 |
|
2024
Q4 | $2.86M | Sell |
25,998
-1,154
| -4% | -$127K | ﹤0.01% | 577 |
|
2024
Q3 | $3.29M | Buy |
27,152
+24,284
| +847% | +$2.94M | 0.01% | 547 |
|
2024
Q2 | $313K | Sell |
2,868
-340
| -11% | -$37.1K | ﹤0.01% | 907 |
|
2024
Q1 | $405K | Sell |
3,208
-405
| -11% | -$51.1K | ﹤0.01% | 858 |
|
2023
Q4 | $457K | Buy |
3,613
+439
| +14% | +$55.5K | ﹤0.01% | 850 |
|
2023
Q3 | $389K | Sell |
3,174
-244
| -7% | -$29.9K | ﹤0.01% | 876 |
|
2023
Q2 | $505K | Buy |
3,418
+347
| +11% | +$51.3K | ﹤0.01% | 811 |
|
2023
Q1 | $483K | Sell |
3,071
-176
| -5% | -$27.7K | ﹤0.01% | 737 |
|
2022
Q4 | $515K | Sell |
3,247
-635
| -16% | -$101K | ﹤0.01% | 723 |
|
2022
Q3 | $533K | Buy |
3,882
+250
| +7% | +$34.3K | ﹤0.01% | 709 |
|
2022
Q2 | $465K | Sell |
3,632
-233
| -6% | -$29.8K | ﹤0.01% | 725 |
|
2022
Q1 | $524K | Sell |
3,865
-33
| -0.8% | -$4.47K | ﹤0.01% | 631 |
|
2021
Q4 | $530K | Buy |
3,898
+341
| +10% | +$46.4K | ﹤0.01% | 618 |
|
2021
Q3 | $426K | Sell |
3,557
-49
| -1% | -$5.87K | ﹤0.01% | 604 |
|
2021
Q2 | $467K | Sell |
3,606
-6
| -0.2% | -$777 | ﹤0.01% | 594 |
|
2021
Q1 | $456K | Buy |
3,612
+189
| +6% | +$23.9K | ﹤0.01% | 562 |
|
2020
Q4 | $396K | Buy |
3,423
+207
| +6% | +$23.9K | ﹤0.01% | 584 |
|
2020
Q3 | $372K | Buy |
3,216
+86
| +3% | +$9.95K | ﹤0.01% | 568 |
|
2020
Q2 | $331K | Sell |
3,130
-27
| -0.9% | -$2.86K | ﹤0.01% | 1053 |
|
2020
Q1 | $351K | Sell |
3,157
-4,492
| -59% | -$499K | ﹤0.01% | 867 |
|
2019
Q4 | $796K | Buy |
7,649
+619
| +9% | +$64.4K | ﹤0.01% | 798 |
|
2019
Q3 | $774K | Sell |
7,030
-1,903
| -21% | -$210K | ﹤0.01% | 761 |
|
2019
Q2 | $1.03M | Sell |
8,933
-315,838
| -97% | -$36.3M | ﹤0.01% | 697 |
|
2019
Q1 | $37.8M | Sell |
324,771
-89,595
| -22% | -$10.4M | 0.15% | 153 |
|
2018
Q4 | $38.7M | Sell |
414,366
-164,940
| -28% | -$15.4M | 0.17% | 140 |
|
2018
Q3 | $59.4M | Buy |
579,306
+1,378
| +0.2% | +$141K | 0.22% | 113 |
|
2018
Q2 | $62.1M | Sell |
577,928
-150,402
| -21% | -$16.2M | 0.24% | 112 |
|
2018
Q1 | $90.3M | Sell |
728,330
-22,227
| -3% | -$2.76M | 0.35% | 101 |
|
2017
Q4 | $93.2M | Sell |
750,557
-51,394
| -6% | -$6.39M | 0.36% | 96 |
|
2017
Q3 | $84.1M | Buy |
801,951
+66,332
| +9% | +$6.96M | 0.34% | 103 |
|
2017
Q2 | $87M | Buy |
735,619
+221,335
| +43% | +$26.2M | 0.35% | 97 |
|
2017
Q1 | $67.4M | Sell |
514,284
-63,541
| -11% | -$8.33M | 0.28% | 105 |
|
2016
Q4 | $74M | Buy |
577,825
+34,798
| +6% | +$4.46M | 0.34% | 101 |
|
2016
Q3 | $73.6M | Sell |
543,027
-80,510
| -13% | -$10.9M | 0.37% | 102 |
|
2016
Q2 | $95M | Sell |
623,537
-75,696
| -11% | -$11.5M | 0.52% | 71 |
|
2016
Q1 | $90.8M | Sell |
699,233
-89,507
| -11% | -$11.6M | 0.51% | 76 |
|
2015
Q4 | $97.3M | Buy |
788,740
+95,781
| +14% | +$11.8M | 0.54% | 63 |
|
2015
Q3 | $79.1M | Buy |
692,959
+691,338
| +42,649% | +$78.9M | 0.45% | 83 |
|
2015
Q2 | $176K | Sell |
1,621
-6
| -0.4% | -$651 | ﹤0.01% | 765 |
|
2015
Q1 | $189K | Hold |
1,627
| – | – | ﹤0.01% | 735 |
|
2014
Q4 | $165K | Hold |
1,627
| – | – | ﹤0.01% | 731 |
|
2014
Q3 | $161K | Hold |
1,627
| – | – | ﹤0.01% | 714 |
|
2014
Q2 | $173K | Sell |
1,627
-1,490
| -48% | -$158K | ﹤0.01% | 703 |
|
2014
Q1 | $304K | Sell |
3,117
-646
| -17% | -$63K | ﹤0.01% | 609 |
|
2013
Q4 | $391K | Buy |
3,763
+2,112
| +128% | +$219K | ﹤0.01% | 577 |
|
2013
Q3 | $174K | Sell |
1,651
-202
| -11% | -$21.3K | ﹤0.01% | 669 |
|
2013
Q2 | $191K | Buy |
+1,853
| New | +$191K | ﹤0.01% | 567 |
|