Kaizen Advisory’s J.M. Smucker SJM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$29K Buy
309
+57
+23% +$5.95K 0.02% 448
2018
Q3
$26K Hold
252
0.01% 481
2018
Q2
$27K Buy
252
+142
+129% +$15.9K 0.01% 489
2018
Q1
$14K Hold
110
0.01% 408
2017
Q4
$14K Buy
+110
New +$12.2K 0.01% 399

Other funds holding SJM

Kaizen Advisory's SJM Position: Q4 2018 in Review

Kaizen Advisory increased its J.M. Smucker (SJM) stake by 23% in Q4 2018, buying an estimated $5.95K and bringing the position to 309 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #448.

Kaizen Advisory first reported a position in SJM in Q4 2017 and has held it in 5 quarters since. 755 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

  • Kaizen Advisory held 309 shares of J.M. Smucker worth $29K as of Q4 2018.
  • Kaizen Advisory bought 57 J.M. Smucker shares in Q4 2018, an estimated $5.95K.
  • J.M. Smucker made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #448 holding.
  • Kaizen Advisory first reported a position in J.M. Smucker in Q4 2017 and has held it in 5 quarters since.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.