HighTower Advisors’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 | $5.9M | Buy |
61,177
+1,549
| +3% | +$162K | 0.01% | 1115 |
|
|
2025
Q4 | $5.83M | Buy |
59,628
+989
| +2% | +$102K | 0.01% | 1089 |
|
|
2025
Q3 | $6.37M | Sell |
58,639
-944
| -2% | -$103K | 0.01% | 1039 |
|
|
2025
Q2 | $5.85M | Sell |
59,583
-1,331
| -2% | -$146K | 0.01% | 1030 |
|
|
2025
Q1 | $7.21M | Buy |
60,914
+6,360
| +12% | +$687K | 0.01% | 900 |
|
|
2024
Q4 | $6.01M | Buy |
54,554
+4,770
| +10% | +$549K | 0.01% | 983 |
|
|
2024
Q3 | $6.03M | Sell |
49,784
-19,859
| -29% | -$2.34M | 0.01% | 959 |
|
|
2024
Q2 | $7.6M | Sell |
69,643
-6,857
| -9% | -$776K | 0.01% | 828 |
|
|
2024
Q1 | $9.63M | Sell |
76,500
-14,539
| -16% | -$1.84M | 0.02% | 710 |
|
|
2023
Q4 | $11.5M | Buy |
91,039
+40,256
| +79% | +$4.66M | 0.02% | 645 |
|
|
2023
Q3 | $6.22M | Buy |
50,783
+5,506
| +12% | +$782K | 0.01% | 833 |
|
|
2023
Q2 | $6.68M | Buy |
45,277
+10,150
| +29% | +$1.55M | 0.01% | 788 |
|
|
2023
Q1 | $5.54M | Sell |
35,127
-8,027
| -19% | -$1.22M | 0.01% | 808 |
|
|
2022
Q4 | $6.85M | Buy |
43,154
+8,947
| +26% | +$1.33M | 0.02% | 726 |
|
|
2022
Q3 | $4.7M | Sell |
34,207
-4,092
| -11% | -$558K | 0.01% | 831 |
|
|
2022
Q2 | $4.91M | Sell |
38,299
-4,610
| -11% | -$615K | 0.01% | 826 |
|
|
2022
Q1 | $5.8M | Buy |
42,909
+1,008
| +2% | +$137K | 0.01% | 817 |
|
|
2021
Q4 | $5.68M | Sell |
41,901
-6,328
| -13% | -$807K | 0.01% | 841 |
|
|
2021
Q3 | $5.79M | Buy |
48,229
+2,511
| +5% | +$319K | 0.02% | 755 |
|
|
2021
Q2 | $5.92M | Buy |
45,718
+6,766
| +17% | +$899K | 0.02% | 730 |
|
|
2021
Q1 | $4.93M | Sell |
38,952
-19,753
| -34% | -$2.33M | 0.02% | 743 |
|
|
2020
Q4 | $6.79M | Buy |
58,705
+4,628
| +9% | +$538K | 0.03% | 492 |
|
|
2020
Q3 | $6.25M | Buy |
54,077
+15,636
| +41% | +$1.74M | 0.03% | 479 |
|
|
2020
Q2 | $4.06M | Sell |
38,441
-1,270
| -3% | -$143K | 0.02% | 574 |
|
|
2020
Q1 | $4.4M | Sell |
39,711
-26,096
| -40% | -$2.79M | 0.03% | 485 |
|
|
2019
Q4 | $6.8M | Sell |
65,807
-50,739
| -44% | -$5.37M | 0.04% | 447 |
|
|
2019
Q3 | $12.8M | Buy |
116,546
+6,436
| +6% | +$717K | 0.07% | 281 |
|
|
2019
Q2 | $12.7M | Buy |
110,110
+31,441
| +40% | +$3.84M | 0.08% | 283 |
|
|
2019
Q1 | $9.12M | Buy |
78,669
+40,071
| +104% | +$4.19M | 0.06% | 322 |
|
|
2018
Q4 | $3.6M | Buy |
38,598
+359
| +0.9% | +$37.5K | 0.03% | 556 |
|
|
2018
Q3 | $3.92M | Buy |
38,239
+438
| +1% | +$47.8K | 0.03% | 594 |
|
|
2018
Q2 | $4.06M | Buy |
37,801
+28,745
| +317% | +$3.23M | 0.03% | 568 |
|
|
2018
Q1 | $1.11M | Buy |
9,056
+3,499
| +63% | +$437K | 0.01% | 1026 |
|
|
2017
Q4 | $683K | Sell |
5,557
-323
| -5% | -$35.9K | 0.01% | 1297 |
|
|
2017
Q3 | $608K | Sell |
5,880
-8,365
| -59% | -$956K | 0.01% | 1342 |
|
|
2017
Q2 | $1.69M | Sell |
14,245
-7,807
| -35% | -$987K | 0.02% | 864 |
|
|
2017
Q1 | $2.89M | Buy |
22,052
+1,802
| +9% | +$245K | 0.03% | 620 |
|
|
2016
Q4 | $2.6M | Sell |
20,250
-14,802
| -42% | -$1.92M | 0.03% | 606 |
|
|
2016
Q3 | $4.74M | Buy |
35,052
+22,096
| +171% | +$3.24M | 0.05% | 376 |
|
|
2016
Q2 | $1.98M | Sell |
12,956
-1,809
| -12% | -$241K | 0.03% | 636 |
|
|
2016
Q1 | $1.92M | Buy |
14,765
+3,470
| +31% | +$437K | 0.02% | 741 |
|
|
2015
Q4 | $1.39M | Buy |
11,295
+3,825
| +51% | +$456K | 0.02% | 793 |
|
|
2015
Q3 | $851K | Sell |
7,470
-32,311
| -81% | -$3.6M | 0.01% | 954 |
|
|
2015
Q2 | $4.3M | Buy |
39,781
+34,595
| +667% | +$4M | 0.07% | 308 |
|
|
2015
Q1 | $674K | Sell |
5,186
-32,934
| -86% | -$3.61M | 0.01% | 962 |
|
|
2014
Q4 | $3.85M | Buy |
38,120
+4,321
| +13% | +$438K | 0.06% | 350 |
|
|
2014
Q3 | $3.34M | Buy |
33,799
+2,424
| +8% | +$249K | 0.06% | 364 |
|
|
2014
Q2 | $3.34M | Buy |
31,375
+4,149
| +15% | +$416K | 0.06% | 368 |
|
|
2014
Q1 | $2.65M | Buy |
27,226
+1,570
| +6% | +$153K | 0.05% | 422 |
|
|
2013
Q4 | $2.66M | Buy |
25,656
+3,345
| +15% | +$355K | 0.05% | 376 |
|
|
2013
Q3 | $2.34M | Buy |
22,311
+48
| +0.2% | +$5.2K | 0.06% | 379 |
|
|
2013
Q2 | $2.3M | Buy |
+22,263
| New | +$2.27M | 0.06% | 349 |
|
Other funds holding SJM
VCM
VPM
