CCM
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Catawba Capital Management’s J.M. Smucker SJM Stock Holding History

Catawba Capital Management’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		$701K Sell
6,520
-122
-2% -$13.7K 0.16% 111
2018
Q1 		$824K Sell
6,642
-5
-0.1% -$624 0.2% 97
2017
Q4 		$826K Sell
6,647
-183
-3% -$20.3K 0.19% 105
2017
Q3 		$717K Sell
6,830
-1,220
-15% -$139K 0.16% 119
2017
Q2 		$953K Hold
8,050
– – 0.22% 98
2017
Q1 		$1.05M Sell
8,050
-260
-3% -$35.3K 0.23% 101
2016
Q4 		$1.06M Sell
8,310
-917
-10% -$119K 0.25% 99
2016
Q3 		$1.25M Buy
9,227
+75
+0.8% +$11K 0.3% 87
2016
Q2 		$1.4M Buy
9,152
+695
+8% +$92.4K 0.34% 82
2016
Q1 		$1.1M Buy
8,457
+2,080
+33% +$262K 0.28% 90
2015
Q4 		$787K Hold
6,377
– – 0.21% 107
2015
Q3 		$728K Buy
6,377
+100
+2% +$11.2K 0.2% 111
2015
Q2 		$680K Buy
6,277
+15
+0.2% +$1.74K 0.16% 123
2015
Q1 		$725K Hold
6,262
– – 0.17% 126
2014
Q4 		$632K Hold
6,262
– – 0.15% 129
2014
Q3 		$620K Hold
6,262
– – 0.14% 140
2014
Q2 		$667K Hold
6,262
– – 0.15% 138
2014
Q1 		$609K Hold
6,262
– – 0.15% 142
2013
Q4 		$649K Hold
6,262
– – 0.16% 128
2013
Q3 		$658K Hold
6,262
– – 0.17% 122
2013
Q2 		$646K Buy
+6,262
New +$638K 0.18% 118

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