Mercer Global Advisors’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 | $756K | Buy |
7,696
+1,825
| +31% | +$179K | ﹤0.01% | 1322 |
|
|
2025
Q1 | $695K | Sell |
5,871
-100
| -2% | -$11.8K | ﹤0.01% | 1302 |
|
|
2024
Q4 | $658K | Sell |
5,971
-2,978
| -33% | -$328K | ﹤0.01% | 1302 |
|
|
2024
Q3 | $1.08M | Buy |
8,949
+240
| +3% | +$29.1K | ﹤0.01% | 993 |
|
|
2024
Q2 | $950K | Sell |
8,709
-1,788
| -17% | -$195K | ﹤0.01% | 980 |
|
|
2024
Q1 | $1.32M | Sell |
10,497
-10,846
| -51% | -$1.36M | ﹤0.01% | 848 |
|
|
2023
Q4 | $2.7M | Sell |
21,343
-4,145
| -16% | -$524K | 0.01% | 644 |
|
|
2023
Q3 | $3.13M | Buy |
25,488
+414
| +2% | +$50.9K | 0.01% | 560 |
|
|
2023
Q2 | $3.7M | Buy |
25,074
+496
| +2% | +$73.3K | 0.01% | 531 |
|
|
2023
Q1 | $3.87M | Sell |
24,578
-558
| -2% | -$87.8K | 0.02% | 491 |
|
|
2022
Q4 | $3.98M | Buy |
25,136
+1,364
| +6% | +$216K | 0.02% | 493 |
|
|
2022
Q3 | $3.27M | Buy |
23,772
+538
| +2% | +$73.9K | 0.02% | 501 |
|
|
2022
Q2 | $2.97M | Sell |
23,234
-19,045
| -45% | -$2.44M | 0.02% | 509 |
|
|
2022
Q1 | $5.73M | Sell |
42,279
-1,911
| -4% | -$259K | 0.03% | 349 |
|
|
2021
Q4 | $6M | Buy |
44,190
+151
| +0.3% | +$20.5K | 0.04% | 328 |
|
|
2021
Q3 | $5.29M | Sell |
44,039
-1,022
| -2% | -$123K | 0.04% | 337 |
|
|
2021
Q2 | $5.84M | Buy |
45,061
+242
| +0.5% | +$31.4K | 0.04% | 298 |
|
|
2021
Q1 | $5.67M | Buy |
44,819
+13,572
| +43% | +$1.72M | 0.05% | 278 |
|
|
2020
Q4 | $3.61M | Sell |
31,247
-258
| -0.8% | -$29.8K | 0.05% | 285 |
|
|
2020
Q3 | $3.64M | Sell |
31,505
-885
| -3% | -$102K | 0.05% | 249 |
|
|
2020
Q2 | $3.43M | Sell |
32,390
-3,094
| -9% | -$327K | 0.06% | 227 |
|
|
2020
Q1 | $3.94M | Buy |
35,484
+16,569
| +88% | +$1.84M | 0.09% | 196 |
|
|
2019
Q4 | $1.97M | Sell |
18,915
-67
| -0.4% | -$6.98K | 0.04% | 342 |
|
|
2019
Q3 | $2.09M | Buy |
18,982
+73
| +0.4% | +$8.03K | 0.05% | 298 |
|
|
2019
Q2 | $2.18M | Buy |
18,909
+16,423
| +661% | +$1.89M | 0.06% | 268 |
|
|
2019
Q1 | $290K | Buy |
+2,486
| New | +$290K | 0.01% | 829 |
|