EAM
Empirical Asset Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,769
| Closed | -$603K | – | 302 |
|
|
2023
Q4 | $603K | Sell |
4,769
-418
| -8% | -$52.8K | 0.49% | 74 |
|
|
2023
Q3 | $638K | Buy |
+5,187
| New | +$638K | 0.56% | 58 |
|
|
2022
Q2 | – | Sell |
-3,725
| Closed | -$504K | – | 176 |
|
|
2022
Q1 | $504K | Sell |
3,725
-1,272
| -25% | -$172K | 0.48% | 76 |
|
|
2021
Q4 | $679K | Buy |
+4,997
| New | +$679K | 0.66% | 49 |
|