Howe & Rusling’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
Q4 | – | Sell |
-163
| Closed | -$22K | – | 897 |
|
|
2022
Q3 | $22K | Hold |
163
| – | – | ﹤0.01% | 412 |
|
|
2022
Q2 | $21K | Hold |
163
| – | – | ﹤0.01% | 415 |
|
|
2022
Q1 | $22K | Hold |
163
| – | – | ﹤0.01% | 401 |
|
|
2021
Q4 | $22K | Hold |
163
| – | – | ﹤0.01% | 420 |
|
|
2021
Q3 | $20K | Hold |
163
| – | – | ﹤0.01% | 415 |
|
|
2021
Q2 | $21K | Hold |
163
| – | – | ﹤0.01% | 396 |
|
|
2021
Q1 | $21K | Hold |
163
| – | – | ﹤0.01% | 397 |
|
|
2020
Q4 | $19K | Buy |
163
+151
| +1,258% | +$17.6K | ﹤0.01% | 398 |
|
|
2020
Q3 | $1K | Buy |
+12
| New | +$1.34K | ﹤0.01% | 794 |
|
|
2019
Q4 | – | Sell |
-53
| Closed | -$6K | – | 878 |
|
|
2019
Q3 | $6K | Hold |
53
| – | – | ﹤0.01% | 531 |
|
|
2019
Q2 | $6K | Sell |
53
-265
| -83% | -$32.4K | ﹤0.01% | 514 |
|
|
2019
Q1 | $37K | Buy |
318
+22
| +7% | +$2.3K | 0.01% | 314 |
|
|
2018
Q4 | $28K | Buy |
296
+203
| +218% | +$21.2K | 0.01% | 308 |
|
|
2018
Q3 | $10K | Hold |
93
| – | – | ﹤0.01% | 508 |
|
|
2018
Q2 | $10K | Buy |
93
+21
| +29% | +$2.36K | ﹤0.01% | 462 |
|
|
2018
Q1 | $9K | Buy |
72
+21
| +41% | +$2.62K | ﹤0.01% | 516 |
|
|
2017
Q4 | $6K | Hold |
51
| – | – | ﹤0.01% | 542 |
|
|
2017
Q3 | $5K | Hold |
51
| – | – | ﹤0.01% | 591 |
|
|
2017
Q2 | $6K | Sell |
51
-25
| -33% | -$3.16K | ﹤0.01% | 599 |
|
|
2017
Q1 | $10K | Hold |
76
| – | – | ﹤0.01% | 506 |
|
|
2016
Q4 | $10K | Hold |
76
| – | – | ﹤0.01% | 507 |
|
|
2016
Q3 | $10K | Buy |
+76
| New | +$11.2K | ﹤0.01% | 520 |
|
|
2016
Q2 | – | Sell |
-4
| Closed | -$1K | – | 1040 |
|
|
2016
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 955 |
|
|
2015
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1062 |
|
|
2015
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1067 |
|
|
2015
Q2 | $0 | Buy |
+4
| New | +$463 | ﹤0.01% | 1107 |
|
|
2014
Q1 | – | Sell |
-105
| Closed | -$11K | – | 915 |
|
|
2013
Q4 | $11K | Hold |
105
| – | – | ﹤0.01% | 485 |
|
|
2013
Q3 | $11K | Sell |
105
-9
| -8% | -$975 | ﹤0.01% | 587 |
|
|
2013
Q2 | $12K | Buy |
+114
| New | +$11.6K | ﹤0.01% | 583 |
|
Other funds holding SJM
Howe & Rusling's SJM Position: Q4 2022 in Review
Howe & Rusling sold out of J.M. Smucker (SJM) in Q4 2022, closing a stake of 163 shares — an estimated $22K sold.
Howe & Rusling first reported a position in SJM in Q2 2013 and held it in 29 quarters. The position peaked at $37K in Q1 2019. 925 funds tracked by Wall St. Rank hold SJM as of Q4 2022.
- Howe & Rusling reported no remaining J.M. Smucker position as of Q4 2022 after selling out during the quarter.
- Howe & Rusling sold 163 J.M. Smucker shares in Q4 2022, an estimated $22K.
- Howe & Rusling first reported a position in J.M. Smucker in Q2 2013 and held it in 29 quarters.
- Howe & Rusling's J.M. Smucker position peaked at $37K in Q1 2019.
- 925 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2022.
Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.