Congress Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,918
| Closed | -$232K | – | 399 |
|
|
2024
Q3 | $232K | Hold |
1,918
| – | – | ﹤0.01% | 352 |
|
|
2024
Q2 | $209K | Hold |
1,918
| – | – | ﹤0.01% | 363 |
|
|
2024
Q1 | $241K | Hold |
1,918
| – | – | ﹤0.01% | 350 |
|
|
2023
Q4 | $242K | Sell |
1,918
-200
| -9% | -$23.2K | ﹤0.01% | 364 |
|
|
2023
Q3 | $260K | Buy |
2,118
+552
| +35% | +$78.4K | ﹤0.01% | 363 |
|
|
2023
Q2 | $231K | Hold |
1,566
| – | – | ﹤0.01% | 365 |
|
|
2023
Q1 | $246K | Sell |
1,566
-2,850
| -65% | -$433K | ﹤0.01% | 361 |
|
|
2022
Q4 | $700K | Hold |
4,416
| – | – | 0.01% | 323 |
|
|
2022
Q3 | $607K | Hold |
4,416
| – | – | 0.01% | 319 |
|
|
2022
Q2 | $565K | Hold |
4,416
| – | – | 0.01% | 329 |
|
|
2022
Q1 | $598K | Hold |
4,416
| – | – | 0.01% | 325 |
|
|
2021
Q4 | $600K | Sell |
4,416
-496
| -10% | -$63.3K | ﹤0.01% | 330 |
|
|
2021
Q3 | $590K | Sell |
4,912
-1
| -0% | -$127 | ﹤0.01% | 317 |
|
|
2021
Q2 | $637K | Hold |
4,913
| – | – | 0.01% | 317 |
|
|
2021
Q1 | $622K | Hold |
4,913
| – | – | 0.01% | 311 |
|
|
2020
Q4 | $568K | Buy |
4,913
+2,800
| +133% | +$325K | 0.01% | 307 |
|
|
2020
Q3 | $244K | Buy |
+2,113
| New | +$236K | ﹤0.01% | 325 |
|
|
2019
Q4 | – | Sell |
-48,138
| Closed | -$5.3M | – | 358 |
|
|
2019
Q3 | $5.3M | Buy |
48,138
+1,571
| +3% | +$175K | 0.07% | 162 |
|
|
2019
Q2 | $5.36M | Buy |
46,567
+1,231
| +3% | +$150K | 0.07% | 173 |
|
|
2019
Q1 | $5.28M | Buy |
45,336
+8,561
| +23% | +$895K | 0.07% | 165 |
|
|
2018
Q4 | $3.44M | Sell |
36,775
-4,012
| -10% | -$419K | 0.05% | 213 |
|
|
2018
Q3 | $4.18M | Buy |
40,787
+2,199
| +6% | +$240K | 0.05% | 206 |
|
|
2018
Q2 | $4.15M | Buy |
38,588
+2,957
| +8% | +$332K | 0.06% | 203 |
|
|
2018
Q1 | $4.42M | Buy |
35,631
+3,544
| +11% | +$443K | 0.06% | 189 |
|
|
2017
Q4 | $3.99M | Buy |
32,087
+1,344
| +4% | +$149K | 0.06% | 190 |
|
|
2017
Q3 | $3.23M | Sell |
30,743
-683
| -2% | -$78K | 0.05% | 210 |
|
|
2017
Q2 | $3.72M | Buy |
31,426
+2,331
| +8% | +$295K | 0.07% | 165 |
|
|
2017
Q1 | $3.81M | Buy |
29,095
+1,245
| +4% | +$169K | 0.07% | 163 |
|
|
2016
Q4 | $3.57M | Buy |
27,850
+2,352
| +9% | +$305K | 0.07% | 171 |
|
|
2016
Q3 | $3.46M | Buy |
25,498
+2,375
| +10% | +$349K | 0.08% | 166 |
|
|
2016
Q2 | $3.52M | Buy |
23,123
+1,774
| +8% | +$236K | 0.08% | 157 |
|
|
2016
Q1 | $2.77M | Buy |
+21,349
| New | +$2.69M | 0.07% | 156 |
|
Other funds holding SJM
AI
Congress Asset Management's SJM Position: Q4 2024 in Review
Congress Asset Management sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 1,918 shares — an estimated $232K sold.
Congress Asset Management first reported a position in SJM in Q1 2016 and held it in 32 quarters. The position peaked at $5.36M in Q2 2019. 847 funds tracked by Wall St. Rank hold SJM as of Q4 2024.
- Congress Asset Management reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
- Congress Asset Management sold 1,918 J.M. Smucker shares in Q4 2024, an estimated $232K.
- Congress Asset Management first reported a position in J.M. Smucker in Q1 2016 and held it in 32 quarters.
- Congress Asset Management's J.M. Smucker position peaked at $5.36M in Q2 2019.
- 847 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.
Based on Congress Asset Management's 13F filing for Q4 2024, filed 30 Jan 2025.