J. Goldman & Co’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,378
| Closed | -$288K | – | 462 |
|
2024
Q3 | $288K | Buy |
+2,378
| New | +$288K | 0.01% | 281 |
|
2020
Q2 | – | Sell |
-7,441
| Closed | -$826K | – | 259 |
|
2020
Q1 | $826K | Buy |
+7,441
| New | +$826K | 0.1% | 110 |
|
2017
Q2 | – | Sell |
-235,139
| Closed | -$30.8M | – | 287 |
|
2017
Q1 | $30.8M | Buy |
+235,139
| New | +$30.8M | 1.52% | 6 |
|
2015
Q2 | – | Sell |
-251,375
| Closed | -$29.1M | – | 233 |
|
2015
Q1 | $29.1M | Buy |
+251,375
| New | +$29.1M | 1.8% | 3 |
|