Brooktree Capital 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-2,561
| Closed | -$296K | – | 46 |
|
2020
Q4 | $296K | Sell |
2,561
-917
| -26% | -$106K | 0.22% | 41 |
|
2020
Q3 | $401K | Sell |
3,478
-627
| -15% | -$72.3K | 0.34% | 40 |
|
2020
Q2 | $434K | Hold |
4,105
| – | – | 0.41% | 39 |
|
2020
Q1 | $456K | Sell |
4,105
-7,720
| -65% | -$858K | 0.53% | 36 |
|
2019
Q4 | $1.23M | Buy |
+11,825
| New | +$1.23M | 1.13% | 27 |
|