Longfellow Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,212
| Closed | -$354K | – | 306 |
|
|
2024
Q4 | $354K | Sell |
3,212
-205
| -6% | -$22.6K | 0.09% | 121 |
|
|
2024
Q3 | $414K | Buy |
3,417
+20
| +0.6% | +$2.42K | 0.1% | 116 |
|
|
2024
Q2 | $370K | Buy |
3,397
+23
| +0.7% | +$2.51K | 0.09% | 110 |
|
|
2024
Q1 | $425K | Buy |
3,374
+11
| +0.3% | +$1.39K | 0.1% | 102 |
|
|
2023
Q4 | $425K | Buy |
3,363
+1,561
| +87% | +$197K | 0.1% | 98 |
|
|
2023
Q3 | $221K | Buy |
+1,802
| New | +$221K | 0.06% | 121 |
|
|
2022
Q4 | – | Sell |
-2
| Closed | – | – | 319 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 362 |
|
|
2022
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 348 |
|
|
2022
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 384 |
|
|
2021
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 386 |
|
|
2021
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 417 |
|
|
2021
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 435 |
|
|
2021
Q1 | $1K | Sell |
2
-6,896
| -100% | -$3.45M | ﹤0.01% | 490 |
|
|
2020
Q4 | $799K | Buy |
+6,898
| New | +$799K | 0.1% | 169 |
|