CIM Investment Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,386
| Closed | -$252K | – | 279 |
|
|
2020
Q2 | $252K | Buy |
+2,386
| New | +$252K | 0.1% | 195 |
|
|
2020
Q1 | – | Sell |
-3,629
| Closed | -$378K | – | 232 |
|
|
2019
Q4 | $378K | Hold |
3,629
| – | – | 0.15% | 139 |
|
|
2019
Q3 | $399K | Sell |
3,629
-410
| -10% | -$45.1K | 0.15% | 167 |
|
|
2019
Q2 | $465K | Buy |
4,039
+170
| +4% | +$19.6K | 0.17% | 139 |
|
|
2019
Q1 | $451K | Hold |
3,869
| – | – | 0.17% | 149 |
|
|
2018
Q4 | $362K | Sell |
3,869
-5,201
| -57% | -$487K | 0.16% | 166 |
|
|
2018
Q3 | $931K | Buy |
+9,070
| New | +$931K | 0.33% | 59 |
|
|
2018
Q2 | – | Sell |
-3,988
| Closed | -$495K | – | 359 |
|
|
2018
Q1 | $495K | Sell |
3,988
-4,208
| -51% | -$522K | 0.17% | 167 |
|
|
2017
Q4 | $1.02M | Buy |
+8,196
| New | +$1.02M | 0.35% | 64 |
|