Buckingham Capital Management (Ohio)’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,460
| Closed | -$419K | – | 144 |
|
|
2024
Q3 | $419K | Hold |
3,460
| – | – | 0.05% | 105 |
|
|
2024
Q2 | $377K | Hold |
3,460
| – | – | 0.05% | 105 |
|
|
2024
Q1 | $436K | Buy |
+3,460
| New | +$436K | 0.05% | 104 |
|
|
2016
Q2 | – | Sell |
-1,807
| Closed | -$235K | – | 152 |
|
|
2016
Q1 | $235K | Sell |
1,807
-350
| -16% | -$45.5K | 0.06% | 149 |
|
|
2015
Q4 | $266K | Sell |
2,157
-1,450
| -40% | -$179K | 0.07% | 155 |
|
|
2015
Q3 | $412K | Sell |
3,607
-1,940
| -35% | -$222K | 0.12% | 144 |
|
|
2015
Q2 | $604K | Sell |
5,547
-226
| -4% | -$24.6K | 0.17% | 127 |
|
|
2015
Q1 | $668K | Sell |
5,773
-100
| -2% | -$11.6K | 0.19% | 121 |
|
|
2014
Q4 | $593K | Sell |
5,873
-249
| -4% | -$25.1K | 0.18% | 122 |
|
|
2014
Q3 | $606K | Sell |
6,122
-260
| -4% | -$25.7K | 0.19% | 121 |
|
|
2014
Q2 | $680K | Hold |
6,382
| – | – | 0.21% | 119 |
|
|
2014
Q1 | $621K | Sell |
6,382
-285
| -4% | -$27.7K | 0.21% | 122 |
|
|
2013
Q4 | $691K | Sell |
6,667
-246
| -4% | -$25.5K | 0.24% | 109 |
|
|
2013
Q3 | $724K | Sell |
6,913
-100
| -1% | -$10.5K | 0.29% | 105 |
|
|
2013
Q2 | $723K | Buy |
+7,013
| New | +$723K | 0.3% | 101 |
|