FORA Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-12,842
| Closed | -$1.38M | – | 582 |
|
|
2025
Q4 | $1.38M | Buy |
12,842
+8,592
| +202% | +$888K | 0.17% | 157 |
|
|
2025
Q3 | $462K | Buy |
+4,250
| New | +$462K | 0.08% | 296 |
|
|
2025
Q1 | – | Sell |
-4,552
| Closed | -$501K | – | 638 |
|
|
2024
Q4 | $501K | Buy |
+4,552
| New | +$524K | 0.06% | 262 |
|
|
2024
Q3 | – | Sell |
-24,967
| Closed | -$2.72M | – | 558 |
|
|
2024
Q2 | $2.72M | Buy |
+24,967
| New | +$2.82M | 0.33% | 102 |
|
|
2023
Q4 | – | Sell |
-36,789
| Closed | -$4.52M | – | 626 |
|
|
2023
Q3 | $4.52M | Buy |
36,789
+31,802
| +638% | +$4.52M | 0.4% | 73 |
|
|
2023
Q2 | $736K | Buy |
4,987
+3,623
| +266% | +$553K | 0.1% | 193 |
|
|
2023
Q1 | $215K | Buy |
+1,364
| New | +$207K | 0.02% | 481 |
|
|
2022
Q1 | – | Sell |
-2,850
| Closed | -$387K | – | 622 |
|
|
2021
Q4 | $387K | Sell |
2,850
-306
| -10% | -$39K | 0.15% | 182 |
|
|
2021
Q3 | $379K | Buy |
3,156
+381
| +14% | +$48.4K | 0.1% | 240 |
|
|
2021
Q2 | $360K | Buy |
2,775
+1,595
| +135% | +$212K | 0.07% | 325 |
|
|
2021
Q1 | $149K | Buy |
+1,180
| New | +$139K | 0.05% | 339 |
|
|
2020
Q4 | – | Sell |
-2,067
| Closed | -$239K | – | 1117 |
|
|
2020
Q3 | $239K | Buy |
+2,067
| New | +$230K | 0.16% | 143 |
|
|
2020
Q2 | – | Sell |
-10,788
| Closed | -$1.2M | – | 1266 |
|
|
2020
Q1 | $1.2M | Sell |
10,788
-3,008
| -22% | -$322K | 0.26% | 98 |
|
|
2019
Q4 | $1.44M | Buy |
+13,796
| New | +$1.46M | 0.14% | 189 |
|
Other funds holding SJM
VCM
VPM
