KG&L Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,460
| Closed | -$381K | – | 210 |
|
|
2024
Q4 | $381K | Buy |
3,460
+1,300
| +60% | +$150K | 0.12% | 143 |
|
|
2024
Q3 | $262K | Sell |
2,160
-7,025
| -76% | -$828K | 0.08% | 170 |
|
|
2024
Q2 | $1M | Buy |
9,185
+6,055
| +193% | +$685K | 0.35% | 67 |
|
|
2024
Q1 | $394K | Hold |
3,130
| – | – | 0.16% | 129 |
|
|
2023
Q4 | $396K | Sell |
3,130
-18
| -0.6% | -$2.09K | 0.17% | 118 |
|
|
2023
Q3 | $387K | Hold |
3,148
| – | – | 0.19% | 98 |
|
|
2023
Q2 | $465K | Hold |
3,148
| – | – | 0.22% | 83 |
|
|
2023
Q1 | $495K | Hold |
3,148
| – | – | 0.26% | 77 |
|
|
2022
Q4 | $499K | Hold |
3,148
| – | – | 0.29% | 69 |
|
|
2022
Q3 | $433K | Hold |
3,148
| – | – | 0.24% | 80 |
|
|
2022
Q2 | $403K | Hold |
3,148
| – | – | 0.22% | 85 |
|
|
2022
Q1 | $426K | Hold |
3,148
| – | – | 0.18% | 98 |
|
|
2021
Q4 | $428K | Hold |
3,148
| – | – | 0.17% | 99 |
|
|
2021
Q3 | $378K | Hold |
3,148
| – | – | 0.17% | 102 |
|
|
2021
Q2 | $408K | Hold |
3,148
| – | – | 0.19% | 100 |
|
|
2021
Q1 | $398K | Buy |
3,148
+30
| +1% | +$3.54K | 0.2% | 92 |
|
|
2020
Q4 | $360K | Sell |
3,118
-18
| -0.6% | -$2.09K | 0.2% | 98 |
|
|
2020
Q3 | $362K | Buy |
3,136
+18
| +0.6% | +$2.01K | 0.23% | 81 |
|
|
2020
Q2 | $329K | Hold |
3,118
| – | – | 0.25% | 72 |
|
|
2020
Q1 | $346K | Sell |
3,118
-3,000
| -49% | -$321K | 0.34% | 64 |
|
|
2019
Q4 | $637K | Hold |
6,118
| – | – | 0.55% | 48 |
|
|
2019
Q3 | $673K | Hold |
6,118
| – | – | 0.62% | 45 |
|
|
2019
Q2 | $704K | Hold |
6,118
| – | – | 0.68% | 44 |
|
|
2019
Q1 | $714K | Hold |
6,118
| – | – | 0.72% | 41 |
|
|
2018
Q4 | $571K | Buy |
+6,118
| New | +$639K | 0.66% | 45 |
|
Other funds holding SJM
