Crestline Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-79,958
| Closed | -$8.8M | – | 539 |
|
2024
Q4 | $8.8M | Buy |
79,958
+20,437
| +34% | +$2.25M | 0.29% | 62 |
|
2024
Q3 | $7.21M | Sell |
59,521
-7,761
| -12% | -$940K | 0.37% | 72 |
|
2024
Q2 | $7.34M | Sell |
67,282
-39,367
| -37% | -$4.29M | 0.57% | 57 |
|
2024
Q1 | $13.4M | Buy |
+106,649
| New | +$13.4M | 1.19% | 15 |
|