MJP
Michael J. Puzo’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,810
| Closed | -$208K | – | 84 |
|
|
2019
Q2 | $208K | Sell |
1,810
-250
| -12% | -$28.7K | 0.08% | 85 |
|
|
2019
Q1 | $240K | Buy |
+2,060
| New | +$240K | 0.09% | 70 |
|
|
2018
Q4 | – | Sell |
-8,362
| Closed | -$859K | – | 84 |
|
|
2018
Q3 | $859K | Sell |
8,362
-3,875
| -32% | -$398K | 0.32% | 53 |
|
|
2018
Q2 | $1.32M | Sell |
12,237
-500
| -4% | -$53.8K | 0.56% | 43 |
|
|
2018
Q1 | $1.58M | Buy |
12,737
+650
| +5% | +$80.6K | 0.67% | 37 |
|
|
2017
Q4 | $1.5M | Sell |
12,087
-7,710
| -39% | -$957K | 0.62% | 38 |
|
|
2017
Q3 | $2.08M | Buy |
19,797
+1,795
| +10% | +$188K | 1.08% | 32 |
|
|
2017
Q2 | $2.13M | Buy |
18,002
+6,330
| +54% | +$749K | 1.15% | 32 |
|
|
2017
Q1 | $1.53M | Buy |
11,672
+6,235
| +115% | +$817K | 0.85% | 37 |
|
|
2016
Q4 | $696K | Buy |
5,437
+2,245
| +70% | +$287K | 0.4% | 52 |
|
|
2016
Q3 | $433K | Sell |
3,192
-30
| -0.9% | -$4.07K | 0.25% | 61 |
|
|
2016
Q2 | $491K | Sell |
3,222
-35
| -1% | -$5.33K | 0.32% | 58 |
|
|
2016
Q1 | $423K | Buy |
+3,257
| New | +$423K | 0.28% | 62 |
|