MLM
Mount Lucas Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,913
| Closed | -$2M | – | 182 |
|
|
2024
Q1 | $2M | Sell |
15,913
-1,165
| -7% | -$147K | 0.55% | 64 |
|
|
2023
Q4 | $2.16M | Buy |
17,078
+150
| +0.9% | +$19K | 0.62% | 66 |
|
|
2023
Q3 | $2.08M | Sell |
16,928
-160
| -0.9% | -$19.7K | 0.73% | 60 |
|
|
2023
Q2 | $2.52M | Buy |
+17,088
| New | +$2.52M | 0.84% | 45 |
|