Longfellow Investment 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	-3,212	Closed	-$354K	–	306
2024 Q4	$354K	Sell	3,212 -205	-6%	-$23.6K	0.09%	121
2024 Q3	$414K	Buy	3,417 +20	+0.6%	+$2.36K	0.1%	116
2024 Q2	$370K	Buy	3,397 +23	+0.7%	+$2.6K	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%	+$181K	0.1%	98
2023 Q3	$221K	Buy	+1,802	New	+$256K	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%	-$814K	﹤0.01%	490
2020 Q4	$799K	Buy	+6,898	New	+$802K	0.1%	169