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Dean Investment Associates’s J.M. Smucker SJM Stock Holding History

Dean Investment Associates’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-7,131
Closed -$792K – 240
2020
Q1 		$792K Sell
7,131
-4,200
-37% -$449K 0.17% 172
2019
Q4 		$1.18M Sell
11,331
-768
-6% -$81.3K 0.18% 162
2019
Q3 		$1.33M Buy
12,099
+2,790
+30% +$311K 0.2% 152
2019
Q2 		$1.07M Buy
9,309
+69
+0.7% +$8.43K 0.15% 155
2019
Q1 		$1.08M Buy
9,240
+581
+7% +$60.7K 0.16% 153
2018
Q4 		$810K Buy
8,659
+1,572
+22% +$164K 0.13% 161
2018
Q3 		$727K Buy
7,087
+1,137
+19% +$124K 0.1% 192
2018
Q2 		$640K Buy
+5,950
New +$668K 0.09% 196
2016
Q1 		– Sell
-4,024
Closed -$496K – 230
2015
Q4 		$496K Hold
4,024
– – 0.11% 166
2015
Q3 		$459K Sell
4,024
-59
-1% -$6.58K 0.1% 179
2015
Q2 		$443K Hold
4,083
– – 0.1% 214
2015
Q1 		$473K Buy
4,083
+101
+3% +$11.1K 0.11% 192
2014
Q4 		$402K Sell
3,982
-377
-9% -$38.2K 0.09% 210
2014
Q3 		$431K Sell
4,359
-14
-0.3% -$1.44K 0.1% 203
2014
Q2 		$466K Sell
4,373
-93
-2% -$9.34K 0.11% 192
2014
Q1 		$434K Buy
4,466
+804
+22% +$78.1K 0.1% 191
2013
Q4 		$379K Buy
3,662
+52
+1% +$5.51K 0.09% 209
2013
Q3 		$379K Buy
3,610
+21
+0.6% +$2.27K 0.1% 184
2013
Q2 		$370K Buy
+3,589
New +$365K 0.11% 174

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