Chilton Investment Company’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-7,120
| Closed | -$747K | – | 133 |
|
2017
Q3 | $747K | Buy |
+7,120
| New | +$747K | 0.03% | 100 |
|
2015
Q1 | – | Sell |
-2,473
| Closed | -$250K | – | 170 |
|
2014
Q4 | $250K | Sell |
2,473
-368
| -13% | -$37.2K | 0.01% | 161 |
|
2014
Q3 | $281K | Buy |
+2,841
| New | +$281K | 0.01% | 157 |
|
2014
Q1 | – | Sell |
-2,375
| Closed | -$246K | – | 178 |
|
2013
Q4 | $246K | Buy |
+2,375
| New | +$246K | 0.01% | 156 |
|