Gemmer Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-194
| Closed | -$26K | – | 966 |
|
|
2022
Q1 | $26K | Hold |
194
| – | – | ﹤0.01% | 429 |
|
|
2021
Q4 | $26K | Buy |
194
+80
| +70% | +$10.2K | ﹤0.01% | 436 |
|
|
2021
Q3 | $14K | Hold |
114
| – | – | ﹤0.01% | 584 |
|
|
2021
Q2 | $15K | Hold |
114
| – | – | ﹤0.01% | 632 |
|
|
2021
Q1 | $14K | Hold |
114
| – | – | ﹤0.01% | 640 |
|
|
2020
Q4 | $13K | Hold |
114
| – | – | ﹤0.01% | 596 |
|
|
2020
Q3 | $13K | Buy |
114
+6
| +6% | +$669 | ﹤0.01% | 524 |
|
|
2020
Q2 | $11K | Sell |
108
-13
| -11% | -$1.46K | ﹤0.01% | 559 |
|
|
2020
Q1 | $13K | Sell |
121
-13
| -10% | -$1.39K | ﹤0.01% | 451 |
|
|
2019
Q4 | $14K | Sell |
134
-7
| -5% | -$741 | ﹤0.01% | 538 |
|
|
2019
Q3 | $16K | Buy |
141
+7
| +5% | +$780 | ﹤0.01% | 475 |
|
|
2019
Q2 | $15K | Sell |
134
-14
| -9% | -$1.71K | ﹤0.01% | 493 |
|
|
2019
Q1 | $17K | Hold |
148
| – | – | ﹤0.01% | 472 |
|
|
2018
Q4 | $14K | Hold |
148
| – | – | ﹤0.01% | 483 |
|
|
2018
Q3 | $15K | Sell |
148
-2
| -1% | -$218 | ﹤0.01% | 516 |
|
|
2018
Q2 | $16K | Buy |
150
+1
| +0.7% | +$112 | 0.01% | 495 |
|
|
2018
Q1 | $18K | Hold |
149
| – | – | 0.01% | 446 |
|
|
2017
Q4 | $19K | Buy |
149
+2
| +1% | +$222 | 0.01% | 441 |
|
|
2017
Q3 | $15K | Buy |
147
+8
| +6% | +$914 | 0.01% | 502 |
|
|
2017
Q2 | $16K | Hold |
139
| – | – | 0.01% | 461 |
|
|
2017
Q1 | $18K | Hold |
139
| – | – | 0.01% | 389 |
|
|
2016
Q4 | $18K | Hold |
139
| – | – | 0.01% | 363 |
|
|
2016
Q3 | $19K | Hold |
139
| – | – | 0.01% | 350 |
|
|
2016
Q2 | $21K | Hold |
139
| – | – | 0.01% | 295 |
|
|
2016
Q1 | $18K | Hold |
139
| – | – | 0.01% | 344 |
|
|
2015
Q4 | $17K | Hold |
139
| – | – | 0.01% | 351 |
|
|
2015
Q3 | $16K | Hold |
139
| – | – | 0.01% | 379 |
|
|
2015
Q2 | $15K | Buy |
139
+25
| +22% | +$2.89K | 0.01% | 422 |
|
|
2015
Q1 | $13K | Buy |
114
+6
| +6% | +$658 | 0.01% | 506 |
|
|
2014
Q4 | $11K | Hold |
108
| – | – | 0.01% | 547 |
|
|
2014
Q3 | $11K | Hold |
108
| – | – | 0.01% | 527 |
|
|
2014
Q2 | $12K | Hold |
108
| – | – | 0.01% | 516 |
|
|
2014
Q1 | $11K | Buy |
+108
| New | +$10.5K | 0.01% | 544 |
|
Other funds holding SJM
