Lighthouse Investment Partners’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-166,398
| Closed | -$19.7M | – | 648 |
|
2025
Q1 | $19.7M | Buy |
+166,398
| New | +$19.7M | 0.81% | 21 |
|
2024
Q4 | – | Sell |
-168,770
| Closed | -$20.4M | – | 598 |
|
2024
Q3 | $20.4M | Buy |
168,770
+18,170
| +12% | +$2.2M | 0.77% | 5 |
|
2024
Q2 | $16.4M | Sell |
150,600
-197,274
| -57% | -$21.5M | 0.65% | 22 |
|
2024
Q1 | $43.8M | Buy |
347,874
+106,935
| +44% | +$13.5M | 2.03% | 1 |
|
2023
Q4 | $30.4M | Buy |
240,939
+90,939
| +61% | +$11.5M | 1.38% | 3 |
|
2023
Q3 | $18.4M | Buy |
+150,000
| New | +$18.4M | 0.75% | 18 |
|