Jacobs Levy Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,019
| Closed | -$349K | – | 1109 |
|
|
2020
Q4 | $349K | Sell |
3,019
-2,057
| -41% | -$238K | ﹤0.01% | 898 |
|
|
2020
Q3 | $586K | Buy |
5,076
+2,033
| +67% | +$235K | 0.01% | 758 |
|
|
2020
Q2 | $322K | Buy |
+3,043
| New | +$322K | ﹤0.01% | 872 |
|
|
2013
Q3 | – | Sell |
-5,650
| Closed | -$583K | – | 1009 |
|
|
2013
Q2 | $583K | Buy |
+5,650
| New | +$583K | 0.01% | 694 |
|