Cresset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $200K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $7.92M | Sell |
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|
2024
Q3 | $10.2M | Buy |
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|
2024
Q2 | $8.27M | Buy |
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|
2024
Q1 | $7.82M | Buy |
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|
2023
Q4 | $863K | Sell |
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|
2023
Q3 | $1M | Sell |
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|
2023
Q2 | $1.52M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | $228K | Sell |
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|
2021
Q3 | $293K | Sell |
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|
2021
Q2 | $710K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $36K | Buy |
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|
2018
Q4 | $14K | Buy |
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