Emerson Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $5.42M | Sell |
41,731
-23,642
| -36% | -$3.07M | 1.03% | 45 |
|
|
2015
Q4 | $8.06M | Buy |
65,373
+1,565
| +2% | +$193K | 1.58% | 24 |
|
|
2015
Q3 | $7.28M | Buy |
63,808
+7,800
| +14% | +$890K | 1.45% | 24 |
|
|
2015
Q2 | $6.07M | Buy |
56,008
+3,785
| +7% | +$410K | 1.14% | 40 |
|
|
2015
Q1 | $6.04M | Sell |
52,223
-950
| -2% | -$110K | 1.1% | 35 |
|
|
2014
Q4 | $5.37M | Sell |
53,173
-1,980
| -4% | -$200K | 1.04% | 38 |
|
|
2014
Q3 | $5.46M | Sell |
55,153
-3,360
| -6% | -$333K | 1.08% | 34 |
|
|
2014
Q2 | $6.24M | Sell |
58,513
-615
| -1% | -$65.5K | 1.22% | 27 |
|
|
2014
Q1 | $5.75M | Sell |
59,128
-1,700
| -3% | -$165K | 1.18% | 32 |
|
|
2013
Q4 | $6.3M | Sell |
60,828
-1,252
| -2% | -$130K | 1.33% | 28 |
|
|
2013
Q3 | $6.52M | Sell |
62,080
-5,060
| -8% | -$532K | 1.46% | 23 |
|
|
2013
Q2 | $6.93M | Buy |
+67,140
| New | +$6.93M | 1.61% | 20 |
|