Everence Capital Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $266K | Hold |
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|
2025
Q2 | $241K | Sell |
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|
2025
Q1 | $401K | Hold |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $682K | Hold |
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|
2024
Q2 | $647 | Hold |
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|
2024
Q1 | $709 | Hold |
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|
2023
Q4 | $712K | Hold |
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|
2023
Q3 | $692 | Hold |
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|
2023
Q2 | $825K | Hold |
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|
2023
Q1 | $886 | Hold |
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|
2022
Q4 | $892 | Buy |
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|
2022
Q3 | $510K | Hold |
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|
2022
Q2 | $475K | Hold |
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|
2022
Q1 | $502K | Hold |
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|
2021
Q4 | $504K | Hold |
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|
2021
Q3 | $445K | Hold |
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|
2021
Q2 | $481K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $598K | Hold |
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|
2020
Q2 | $590K | Hold |
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|
2020
Q1 | $575K | Hold |
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|
2019
Q4 | $539K | Hold |
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|
2019
Q3 | $570K | Hold |
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|
2019
Q2 | $597K | Hold |
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|
2019
Q1 | $603K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $208K | Hold |
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|
2018
Q2 | $218K | Hold |
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|
2018
Q1 | $252K | Hold |
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|
2017
Q4 | $252K | Hold |
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|
2017
Q3 | $213K | Hold |
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|
2017
Q2 | $240K | Hold |
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|
2017
Q1 | $266K | Hold |
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|
2016
Q4 | $260K | Buy |
|