HCC
Hirtle Callaghan & Co’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,217
| Closed | -$1.25M | – | 131 |
|
|
2021
Q4 | $1.25M | Buy |
+9,217
| New | +$1.25M | 0.06% | 49 |
|
|
2015
Q1 | – | Sell |
-31
| Closed | -$3K | – | 308 |
|
|
2014
Q4 | $3K | Hold |
31
| – | – | ﹤0.01% | 487 |
|
|
2014
Q3 | $3K | Hold |
31
| – | – | ﹤0.01% | 529 |
|
|
2014
Q2 | $3K | Hold |
31
| – | – | ﹤0.01% | 558 |
|
|
2014
Q1 | $3K | Buy |
31
+12
| +63% | +$1.16K | ﹤0.01% | 545 |
|
|
2013
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 546 |
|
|
2013
Q3 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 556 |
|