Cerity Partners’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
129,285
+11,513
| +10% | +$1.13M | 0.02% | 459 |
|
|
2025
Q1 | $13.9M | Buy |
117,772
+15,824
| +16% | +$1.87M | 0.03% | 409 |
|
|
2024
Q4 | $11.3M | Sell |
101,948
-905
| -0.9% | -$101K | 0.02% | 449 |
|
|
2024
Q3 | $12.5M | Buy |
102,853
+6,087
| +6% | +$737K | 0.03% | 432 |
|
|
2024
Q2 | $10.6M | Sell |
96,766
-2,322
| -2% | -$253K | 0.03% | 401 |
|
|
2024
Q1 | $11.8M | Buy |
99,088
+11,461
| +13% | +$1.37M | 0.03% | 410 |
|
|
2023
Q4 | $11.1M | Buy |
87,627
+36,867
| +73% | +$4.66M | 0.04% | 348 |
|
|
2023
Q3 | $6.24M | Sell |
50,760
-2,095
| -4% | -$257K | 0.03% | 377 |
|
|
2023
Q2 | $7.81M | Buy |
52,855
+13,992
| +36% | +$2.07M | 0.03% | 396 |
|
|
2023
Q1 | $6.12M | Buy |
38,863
+24,314
| +167% | +$3.83M | 0.01% | 452 |
|
|
2022
Q4 | $2.31M | Buy |
14,549
+11,898
| +449% | +$1.89M | 0.01% | 502 |
|
|
2022
Q3 | $364K | Buy |
2,651
+106
| +4% | +$14.6K | ﹤0.01% | 826 |
|
|
2022
Q2 | $326K | Buy |
+2,545
| New | +$326K | ﹤0.01% | 876 |
|
|
2022
Q1 | – | Sell |
-1,949
| Closed | -$264K | – | 1091 |
|
|
2021
Q4 | $264K | Buy |
+1,949
| New | +$264K | ﹤0.01% | 822 |
|
|
2018
Q2 | – | Sell |
-2,122
| Closed | -$263K | – | 579 |
|
|
2018
Q1 | $263K | Buy |
+2,122
| New | +$263K | 0.02% | 459 |
|
|
2017
Q4 | – | Sell |
-1,957
| Closed | -$205K | – | 592 |
|
|
2017
Q3 | $205K | Sell |
1,957
-53,837
| -96% | -$5.64M | 0.01% | 535 |
|
|
2017
Q2 | $922K | Buy |
55,794
+54,046
| +3,092% | +$893K | 0.08% | 178 |
|
|
2017
Q1 | $229K | Buy |
+1,748
| New | +$229K | 0.02% | 394 |
|