Erste Asset 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
Q2 | $119K | Buy |
+1,244
| New | +$119K | ﹤0.01% | 810 |
|
2025
Q1 | – | Hold |
0
| – | – | – | 785 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 812 |
|
2024
Q3 | – | Sell |
-39,700
| Closed | -$4.31M | – | 823 |
|
2024
Q2 | $4.31M | Hold |
39,700
| – | – | 0.06% | 238 |
|
2024
Q1 | $4.99M | Sell |
39,700
-1,500
| -4% | -$189K | 0.07% | 229 |
|
2023
Q4 | $5.18M | Buy |
41,200
+7,900
| +24% | +$994K | 0.08% | 219 |
|
2023
Q3 | $4.15M | Hold |
33,300
| – | – | 0.07% | 222 |
|
2023
Q2 | $4.87M | Buy |
+33,300
| New | +$4.87M | 0.09% | 217 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 826 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 805 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 820 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 758 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 766 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 807 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 867 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 856 |
|
2019
Q2 | – | Hold |
0
| – | – | – | 819 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 821 |
|
2018
Q4 | – | Hold |
0
| – | – | – | 796 |
|