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Islay Capital Management’s J.M. Smucker SJM Stock Holding History

Islay Capital Management’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-211
Closed -$25K – 319
2021
Q3 		$25K Sell
211
-685
-76% -$87.1K 0.02% 226
2021
Q2 		$116K Sell
896
-112
-11% -$14.9K 0.09% 122
2021
Q1 		$128K Buy
1,008
+174
+21% +$20.5K 0.11% 131
2020
Q4 		$96K Hold
834
– – 0.09% 130
2020
Q3 		$96K Buy
+834
New +$93K 0.1% 109
2020
Q2 		– Sell
-1,096
Closed -$122K – 298
2020
Q1 		$122K Buy
+1,096
New +$117K 0.16% 77

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