Mackenzie Financial’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 | $347K | Sell |
3,530
-3,504
| -50% | -$344K | ﹤0.01% | 1344 |
|
2025
Q1 | $833K | Sell |
7,034
-154
| -2% | -$18.2K | ﹤0.01% | 1029 |
|
2024
Q4 | $792K | Sell |
7,188
-1,524
| -17% | -$168K | ﹤0.01% | 1006 |
|
2024
Q3 | $1.06M | Sell |
8,712
-9,016
| -51% | -$1.09M | ﹤0.01% | 854 |
|
2024
Q2 | $1.93M | Sell |
17,728
-1,214
| -6% | -$132K | ﹤0.01% | 739 |
|
2024
Q1 | $2.38M | Sell |
18,942
-74,169
| -80% | -$9.34M | ﹤0.01% | 702 |
|
2023
Q4 | $11.8M | Buy |
93,111
+11,618
| +14% | +$1.47M | 0.02% | 414 |
|
2023
Q3 | $9.81M | Buy |
81,493
+28,741
| +54% | +$3.46M | 0.02% | 433 |
|
2023
Q2 | $7.93M | Sell |
52,752
-10,958
| -17% | -$1.65M | 0.01% | 484 |
|
2023
Q1 | $10M | Buy |
63,710
+21,142
| +50% | +$3.33M | 0.02% | 444 |
|
2022
Q4 | $6.75M | Buy |
42,568
+2,535
| +6% | +$402K | 0.01% | 476 |
|
2022
Q3 | $5.5M | Buy |
40,033
+256
| +0.6% | +$35.2K | 0.01% | 513 |
|
2022
Q2 | $5.09M | Sell |
39,777
-41,357
| -51% | -$5.29M | 0.01% | 534 |
|
2022
Q1 | $11M | Buy |
81,134
+4,564
| +6% | +$618K | 0.01% | 448 |
|
2021
Q4 | $10.4M | Sell |
76,570
-3,275
| -4% | -$445K | 0.01% | 472 |
|
2021
Q3 | $9.58M | Buy |
79,845
+11,913
| +18% | +$1.43M | 0.01% | 465 |
|
2021
Q2 | $8.8M | Buy |
67,932
+3,267
| +5% | +$423K | 0.01% | 469 |
|
2021
Q1 | $8.18M | Buy |
64,665
+41,203
| +176% | +$5.21M | 0.01% | 451 |
|
2020
Q4 | $2.71M | Sell |
23,462
-1,281
| -5% | -$148K | 0.01% | 556 |
|
2020
Q3 | $2.86M | Buy |
24,743
+4,772
| +24% | +$551K | 0.01% | 492 |
|
2020
Q2 | $2.11M | Buy |
19,971
+2,790
| +16% | +$295K | 0.01% | 550 |
|
2020
Q1 | $1.91M | Sell |
17,181
-57
| -0.3% | -$6.33K | 0.01% | 509 |
|
2019
Q4 | $1.8M | Buy |
17,238
+1,674
| +11% | +$174K | ﹤0.01% | 639 |
|
2019
Q3 | $1.71M | Buy |
15,564
+838
| +6% | +$92.2K | ﹤0.01% | 633 |
|
2019
Q2 | $1.7M | Sell |
14,726
-224
| -1% | -$25.8K | ﹤0.01% | 664 |
|
2019
Q1 | $1.74M | Buy |
14,950
+7,022
| +89% | +$818K | ﹤0.01% | 824 |
|
2018
Q4 | $741K | Buy |
7,928
+3,490
| +79% | +$326K | ﹤0.01% | 864 |
|
2018
Q3 | $455K | Buy |
4,438
+1,519
| +52% | +$156K | ﹤0.01% | 903 |
|
2018
Q2 | $314K | Buy |
2,919
+794
| +37% | +$85.4K | ﹤0.01% | 875 |
|
2018
Q1 | $264K | Sell |
2,125
-13,723
| -87% | -$1.7M | ﹤0.01% | 836 |
|
2017
Q4 | $1.97M | Buy |
15,848
+10,561
| +200% | +$1.31M | ﹤0.01% | 533 |
|
2017
Q3 | $555K | Sell |
5,287
-7,122
| -57% | -$748K | ﹤0.01% | 509 |
|
2017
Q2 | $1.47M | Buy |
+12,409
| New | +$1.47M | 0.01% | 412 |
|
2016
Q3 | – | Sell |
-6,916
| Closed | -$1.05M | – | 837 |
|
2016
Q2 | $1.05M | Buy |
6,916
+116
| +2% | +$17.7K | 0.01% | 589 |
|
2016
Q1 | $883K | Sell |
6,800
-19
| -0.3% | -$2.47K | 0.01% | 536 |
|
2015
Q4 | $841K | Sell |
6,819
-114
| -2% | -$14.1K | 0.01% | 561 |
|
2015
Q3 | $791K | Buy |
6,933
+3,353
| +94% | +$383K | ﹤0.01% | 578 |
|
2015
Q2 | $388K | Buy |
+3,580
| New | +$388K | ﹤0.01% | 709 |
|