Morningstar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,934
| Closed | -$211K | – | 240 |
|
|
2024
Q2 | $211K | Hold |
1,934
| – | – | 0.02% | 191 |
|
|
2024
Q1 | $243K | Hold |
1,934
| – | – | 0.03% | 176 |
|
|
2023
Q4 | $244K | Buy |
1,934
+56
| +3% | +$7.07K | 0.03% | 169 |
|
|
2023
Q3 | $231K | Hold |
1,878
| – | – | 0.03% | 147 |
|
|
2023
Q2 | $277K | Buy |
+1,878
| New | +$277K | 0.04% | 136 |
|