CIM
Contravisory Investment Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
+4,399
| New | +$432K | 0.09% | 179 |
|
|
2023
Q3 | – | Sell |
-3,362
| Closed | -$496K | – | 378 |
|
|
2023
Q2 | $496K | Buy |
3,362
+65
| +2% | +$9.6K | 0.13% | 108 |
|
|
2023
Q1 | $519K | Buy |
3,297
+40
| +1% | +$6.3K | 0.15% | 86 |
|
|
2022
Q4 | $516K | Buy |
3,257
+2
| +0.1% | +$317 | 0.14% | 86 |
|
|
2022
Q3 | $447K | Hold |
3,255
| – | – | 0.15% | 76 |
|
|
2022
Q2 | $417K | Hold |
3,255
| – | – | 0.14% | 93 |
|
|
2022
Q1 | $441K | Buy |
+3,255
| New | +$441K | 0.13% | 106 |
|
|
2019
Q4 | – | Sell |
-2,625
| Closed | -$289K | – | 298 |
|
|
2019
Q3 | $289K | Sell |
2,625
-26
| -1% | -$2.86K | 0.11% | 119 |
|
|
2019
Q2 | $305K | Buy |
+2,651
| New | +$305K | 0.12% | 120 |
|
|
2017
Q1 | – | Sell |
-46,894
| Closed | -$6.01M | – | 334 |
|
|
2016
Q4 | $6.01M | Sell |
46,894
-1,494
| -3% | -$191K | 2.04% | 22 |
|
|
2016
Q3 | $6.56M | Sell |
48,388
-2,188
| -4% | -$297K | 2.11% | 23 |
|
|
2016
Q2 | $7.71M | Sell |
50,576
-3,713
| -7% | -$566K | 2.37% | 18 |
|
|
2016
Q1 | $7.05M | Sell |
54,289
-2,839
| -5% | -$369K | 2.06% | 23 |
|
|
2015
Q4 | $7.05M | Buy |
+57,128
| New | +$7.05M | 1.88% | 32 |
|
|
2014
Q1 | – | Sell |
-105,921
| Closed | -$11M | – | 160 |
|
|
2013
Q4 | $11M | Sell |
105,921
-448
| -0.4% | -$46.4K | 2.11% | 36 |
|
|
2013
Q3 | $11.2M | Buy |
+106,369
| New | +$11.2M | 2.32% | 29 |
|