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Frank Rimerman Advisors’s J.M. Smucker SJM Stock Holding History

Frank Rimerman Advisors’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,867
Closed -$203K – 637
2025
Q3 		$203K Buy
+1,867
New +$203K 0.01% 581
2024
Q4 		– Sell
-1,833
Closed -$222K – 557
2024
Q3 		$222K Buy
+1,833
New +$216K 0.02% 486
2024
Q2 		– Sell
-6
Closed -$755 – 543
2024
Q1 		$755 Hold
6
– – ﹤0.01% 326
2023
Q4 		$758 Buy
+6
New +$695 ﹤0.01% 303

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UBS Group
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Citadel Advisors
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Morgan Stanley
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