Bryn Mawr 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-7,097
| Closed | -$872K | – | 430 |
|
2023
Q3 | $872K | Sell |
7,097
-567
| -7% | -$69.7K | 0.06% | 219 |
|
2023
Q2 | $1.13M | Sell |
7,664
-913
| -11% | -$135K | 0.11% | 155 |
|
2023
Q1 | $1.35M | Sell |
8,577
-89
| -1% | -$14K | 0.14% | 137 |
|
2022
Q4 | $1.37M | Sell |
8,666
-96
| -1% | -$15.2K | 0.15% | 132 |
|
2022
Q3 | $1.2M | Sell |
8,762
-71
| -0.8% | -$9.76K | 0.43% | 60 |
|
2022
Q2 | $1.13M | Sell |
8,833
-152
| -2% | -$19.5K | 0.37% | 69 |
|
2022
Q1 | $1.22M | Buy |
+8,985
| New | +$1.22M | 0.34% | 74 |
|