Cresset Asset Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,185
| Closed | -$259K | – | 1743 |
|
|
2025
Q1 | $259K | Sell |
2,185
-69,762
| -97% | -$8.26M | ﹤0.01% | 1384 |
|
|
2024
Q4 | $7.92M | Sell |
71,947
-12,640
| -15% | -$1.39M | 0.04% | 259 |
|
|
2024
Q3 | $10.2M | Buy |
84,587
+8,734
| +12% | +$1.06M | 0.04% | 297 |
|
|
2024
Q2 | $8.27M | Buy |
75,853
+13,765
| +22% | +$1.5M | 0.03% | 319 |
|
|
2024
Q1 | $7.82M | Buy |
62,088
+55,261
| +809% | +$6.96M | 0.04% | 289 |
|
|
2023
Q4 | $863K | Sell |
6,827
-1,313
| -16% | -$166K | 0.01% | 943 |
|
|
2023
Q3 | $1M | Sell |
8,140
-2,122
| -21% | -$261K | ﹤0.01% | 825 |
|
|
2023
Q2 | $1.52M | Buy |
+10,262
| New | +$1.52M | ﹤0.01% | 624 |
|
|
2022
Q2 | – | Sell |
-1,689
| Closed | -$228K | – | 1073 |
|
|
2022
Q1 | $228K | Buy |
1,689
+12
| +0.7% | +$1.62K | ﹤0.01% | 871 |
|
|
2021
Q4 | $228K | Sell |
1,677
-767
| -31% | -$104K | ﹤0.01% | 996 |
|
|
2021
Q3 | $293K | Sell |
2,444
-3,038
| -55% | -$364K | ﹤0.01% | 859 |
|
|
2021
Q2 | $710K | Buy |
+5,482
| New | +$710K | 0.01% | 449 |
|
|
2019
Q2 | – | Sell |
-309
| Closed | -$36K | – | 1483 |
|
|
2019
Q1 | $36K | Buy |
309
+163
| +112% | +$19K | ﹤0.01% | 882 |
|
|
2018
Q4 | $14K | Buy |
+146
| New | +$14K | ﹤0.01% | 790 |
|