CIM
Corda Investment Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-57,525
| Closed | -$5.9M | – | 65 |
|
|
2018
Q3 | $5.9M | Sell |
57,525
-154,986
| -73% | -$15.9M | 0.7% | 42 |
|
|
2018
Q2 | $22.8M | Sell |
212,511
-18,067
| -8% | -$1.94M | 2.83% | 14 |
|
|
2018
Q1 | $28.6M | Sell |
230,578
-8,176
| -3% | -$1.01M | 3.58% | 3 |
|
|
2017
Q4 | $29.7M | Sell |
238,754
-2,384
| -1% | -$296K | 3.56% | 4 |
|
|
2017
Q3 | $25.3M | Buy |
+241,138
| New | +$25.3M | 3.28% | 8 |
|