Eminence Capital’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
Q3
Sell
-69,445
Closed -$10.6M 47
2016
Q2
$10.6M Sell
69,445
-108,913
-61% -$16.6M 0.21% 43
2016
Q1
$23.2M Sell
178,358
-828,880
-82% -$108M 0.41% 40
2015
Q4
$124M Sell
1,007,238
-306,687
-23% -$37.8M 1.55% 24
2015
Q3
$150M Buy
1,313,925
+875,658
+200% +$99.9M 2.3% 14
2015
Q2
$47.5M Buy
+438,267
New +$47.5M 0.68% 49