Ilex Capital Partners’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 | $200M | Buy |
2,033,615
+481,660
| +31% | +$47.3M | 6.61% | 2 |
|
|
2025
Q1 | $184M | Buy |
1,551,955
+592,747
| +62% | +$70.2M | 7.51% | 1 |
|
|
2024
Q4 | $106M | Buy |
+959,208
| New | +$106M | 6.76% | 4 |
|
|
2024
Q2 | – | Sell |
-382,990
| Closed | -$48.2M | – | 30 |
|
|
2024
Q1 | $48.2M | Buy |
+382,990
| New | +$48.2M | 4.73% | 9 |
|