Cerity Partners’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.06M | Sell |
93,968
-23,234
| -20% | -$2.43M | 0.01% | 746 |
|
|
2025
Q4 | $11.5M | Sell |
117,202
-12,466
| -10% | -$1.29M | 0.02% | 591 |
|
|
2025
Q3 | $14.1M | Buy |
129,668
+383
| +0.3% | +$41.6K | 0.02% | 468 |
|
|
2025
Q2 | $12.7M | Buy |
129,285
+11,513
| +10% | +$1.27M | 0.02% | 460 |
|
|
2025
Q1 | $13.9M | Buy |
117,772
+15,824
| +16% | +$1.71M | 0.03% | 414 |
|
|
2024
Q4 | $11.3M | Sell |
101,948
-905
| -0.9% | -$104K | 0.02% | 449 |
|
|
2024
Q3 | $12.5M | Buy |
102,853
+6,087
| +6% | +$717K | 0.03% | 432 |
|
|
2024
Q2 | $10.6M | Sell |
96,766
-2,322
| -2% | -$263K | 0.03% | 403 |
|
|
2024
Q1 | $11.8M | Buy |
99,088
+11,461
| +13% | +$1.45M | 0.03% | 410 |
|
|
2023
Q4 | $11.1M | Buy |
87,627
+36,867
| +73% | +$4.27M | 0.04% | 353 |
|
|
2023
Q3 | $6.24M | Sell |
50,760
-2,095
| -4% | -$298K | 0.03% | 380 |
|
|
2023
Q2 | $7.81M | Buy |
52,855
+13,992
| +36% | +$2.13M | 0.03% | 397 |
|
|
2023
Q1 | $6.12M | Buy |
38,863
+24,314
| +167% | +$3.69M | 0.02% | 453 |
|
|
2022
Q4 | $2.31M | Buy |
14,549
+11,898
| +449% | +$1.77M | 0.01% | 503 |
|
|
2022
Q3 | $364K | Buy |
2,651
+106
| +4% | +$14.4K | ﹤0.01% | 826 |
|
|
2022
Q2 | $326K | Buy |
+2,545
| New | +$339K | ﹤0.01% | 877 |
|
|
2022
Q1 | – | Sell |
-1,949
| Closed | -$264K | – | 1091 |
|
|
2021
Q4 | $264K | Buy |
+1,949
| New | +$249K | ﹤0.01% | 822 |
|
|
2018
Q2 | – | Sell |
-2,122
| Closed | -$263K | – | 579 |
|
|
2018
Q1 | $263K | Buy |
+2,122
| New | +$265K | 0.02% | 459 |
|
|
2017
Q4 | – | Sell |
-1,957
| Closed | -$205K | – | 592 |
|
|
2017
Q3 | $205K | Sell |
1,957
-53,837
| -96% | -$6.15M | 0.01% | 535 |
|
|
2017
Q2 | $922K | Buy |
55,794
+54,046
| +3,092% | +$6.83M | 0.08% | 178 |
|
|
2017
Q1 | $229K | Buy |
+1,748
| New | +$238K | 0.02% | 394 |
|
Other funds holding SJM
VCM
VPM
