Everence Capital 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	$241K	Sell	2,450 -940	-28%	-$92.5K	0.02%	674
2025 Q1	$401K	Hold	3,390	–	–	0.03%	429
2024 Q4	$373K	Sell	3,390 -2,240	-40%	-$246K	0.02%	480
2024 Q3	$682K	Hold	5,630	–	–	0.04%	323
2024 Q2	$647	Hold	5,630	–	–	0.04%	315
2024 Q1	$709	Hold	5,630	–	–	0.05%	302
2023 Q4	$712K	Hold	5,630	–	–	0.05%	295
2023 Q3	$692	Hold	5,630	–	–	0.05%	290
2023 Q2	$825K	Hold	5,630	–	–	0.07%	245
2023 Q1	$886	Hold	5,630	–	–	0.07%	239
2022 Q4	$892	Buy	5,630 +1,920	+52%	+$304	0.08%	219
2022 Q3	$510K	Hold	3,710	–	–	0.05%	343
2022 Q2	$475K	Hold	3,710	–	–	0.04%	357
2022 Q1	$502K	Hold	3,710	–	–	0.04%	395
2021 Q4	$504K	Hold	3,710	–	–	0.04%	411
2021 Q3	$445K	Hold	3,710	–	–	0.04%	433
2021 Q2	$481K	Buy	+3,710	New	+$481K	0.04%	403
2020 Q4	–	Sell	-5,180	Closed	-$598K	–	733
2020 Q3	$598K	Hold	5,180	–	–	0.07%	244
2020 Q2	$590K	Hold	5,180	–	–	0.07%	243
2020 Q1	$575K	Hold	5,180	–	–	0.08%	208
2019 Q4	$539K	Hold	5,180	–	–	0.08%	266
2019 Q3	$570K	Hold	5,180	–	–	0.09%	232
2019 Q2	$597K	Hold	5,180	–	–	0.1%	216
2019 Q1	$603K	Buy	+5,180	New	+$603K	0.11%	204
2018 Q4	–	Sell	-2,030	Closed	-$208K	–	447
2018 Q3	$208K	Hold	2,030	–	–	0.04%	405
2018 Q2	$218K	Hold	2,030	–	–	0.05%	383
2018 Q1	$252K	Hold	2,030	–	–	0.06%	344
2017 Q4	$252K	Hold	2,030	–	–	0.06%	349
2017 Q3	$213K	Hold	2,030	–	–	0.05%	350
2017 Q2	$240K	Hold	2,030	–	–	0.06%	315
2017 Q1	$266K	Hold	2,030	–	–	0.07%	293
2016 Q4	$260K	Buy	+2,030	New	+$260K	0.07%	288