Hunter Associates Investment Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
18,411
+400
| +2% | +$39.3K | 0.27% | 94 |
|
|
2025
Q1 | $2.13M | Buy |
18,011
+1,186
| +7% | +$140K | 0.33% | 73 |
|
|
2024
Q4 | $1.85M | Buy |
16,825
+524
| +3% | +$57.7K | 0.28% | 86 |
|
|
2024
Q3 | $1.97M | Sell |
16,301
-503
| -3% | -$60.9K | 0.31% | 79 |
|
|
2024
Q2 | $1.84M | Buy |
16,804
+2,538
| +18% | +$278K | 0.31% | 79 |
|
|
2024
Q1 | $1.79M | Buy |
14,266
+1,976
| +16% | +$248K | 0.3% | 85 |
|
|
2023
Q4 | $1.55M | Buy |
12,290
+4,094
| +50% | +$516K | 0.28% | 89 |
|
|
2023
Q3 | $1.01M | Buy |
8,196
+1,738
| +27% | +$213K | 0.2% | 108 |
|
|
2023
Q2 | $957K | Buy |
6,458
+2,782
| +76% | +$412K | 0.19% | 111 |
|
|
2023
Q1 | $578K | Buy |
+3,676
| New | +$578K | 0.12% | 136 |
|
|
2020
Q1 | – | Sell |
-3,875
| Closed | -$404K | – | 167 |
|
|
2019
Q4 | $404K | Sell |
3,875
-2,995
| -44% | -$312K | 0.13% | 115 |
|
|
2019
Q3 | $756K | Sell |
6,870
-1,100
| -14% | -$121K | 0.26% | 79 |
|
|
2019
Q2 | $918K | Sell |
7,970
-150
| -2% | -$17.3K | 0.32% | 67 |
|
|
2019
Q1 | $946K | Buy |
8,120
+150
| +2% | +$17.5K | 0.33% | 65 |
|
|
2018
Q4 | $745K | Hold |
7,970
| – | – | 0.3% | 71 |
|
|
2018
Q3 | $818K | Sell |
7,970
-200
| -2% | -$20.5K | 0.28% | 77 |
|
|
2018
Q2 | $878K | Buy |
8,170
+400
| +5% | +$43K | 0.32% | 71 |
|
|
2018
Q1 | $964K | Hold |
7,770
| – | – | 0.36% | 63 |
|
|
2017
Q4 | $965K | Buy |
7,770
+550
| +8% | +$68.3K | 0.36% | 62 |
|
|
2017
Q3 | $758K | Buy |
7,220
+4,877
| +208% | +$512K | 0.3% | 76 |
|
|
2017
Q2 | $277K | Hold |
2,343
| – | – | 0.11% | 137 |
|
|
2017
Q1 | $307K | Buy |
2,343
+550
| +31% | +$72.1K | 0.13% | 127 |
|
|
2016
Q4 | $230K | Buy |
1,793
+75
| +4% | +$9.62K | 0.1% | 144 |
|
|
2016
Q3 | $233K | Sell |
1,718
-450
| -21% | -$61K | 0.1% | 142 |
|
|
2016
Q2 | $330K | Buy |
2,168
+125
| +6% | +$19K | 0.14% | 115 |
|
|
2016
Q1 | $265K | Sell |
2,043
-200
| -9% | -$25.9K | 0.12% | 121 |
|
|
2015
Q4 | $277K | Sell |
2,243
-270
| -11% | -$33.3K | 0.12% | 120 |
|
|
2015
Q3 | $287K | Hold |
2,513
| – | – | 0.13% | 120 |
|
|
2015
Q2 | $272K | Hold |
2,513
| – | – | 0.11% | 124 |
|
|
2015
Q1 | $291K | Sell |
2,513
-150
| -6% | -$17.4K | 0.11% | 121 |
|
|
2014
Q4 | $269K | Sell |
2,663
-125
| -4% | -$12.6K | 0.1% | 124 |
|
|
2014
Q3 | $276K | Hold |
2,788
| – | – | 0.11% | 122 |
|
|
2014
Q2 | $297K | Hold |
2,788
| – | – | 0.12% | 119 |
|
|
2014
Q1 | $271K | Sell |
2,788
-230
| -8% | -$22.4K | 0.11% | 134 |
|
|
2013
Q4 | $313K | Hold |
3,018
| – | – | 0.12% | 127 |
|
|
2013
Q3 | $317K | Hold |
3,018
| – | – | 0.13% | 123 |
|
|
2013
Q2 | $311K | Buy |
+3,018
| New | +$311K | 0.12% | 137 |
|