Nancy B. Gardiner’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $301K | Hold |
2,850
| – | – | 0.5% | 57 |
|
|
2020
Q1 | $317K | Hold |
2,850
| – | – | 0.64% | 53 |
|
|
2019
Q4 | $296K | Hold |
2,850
| – | – | 0.47% | 59 |
|
|
2019
Q3 | $314K | Hold |
2,850
| – | – | 0.53% | 57 |
|
|
2019
Q2 | $328K | Sell |
2,850
-250
| -8% | -$28.8K | 0.54% | 59 |
|
|
2019
Q1 | $361K | Sell |
3,100
-170
| -5% | -$19.8K | 0.62% | 55 |
|
|
2018
Q4 | $305K | Sell |
3,270
-1,210
| -27% | -$113K | 0.62% | 53 |
|
|
2018
Q3 | $461K | Sell |
4,480
-70
| -2% | -$7.2K | 0.81% | 44 |
|
|
2018
Q2 | $488K | Sell |
4,550
-45
| -1% | -$4.83K | 1.45% | 27 |
|
|
2018
Q1 | $569K | Sell |
4,595
-125
| -3% | -$15.5K | 1.7% | 24 |
|
|
2017
Q4 | $586K | Sell |
4,720
-4,325
| -48% | -$537K | 1.63% | 24 |
|
|
2017
Q3 | $950K | Buy |
9,045
+977
| +12% | +$103K | 1.76% | 26 |
|
|
2017
Q2 | $955K | Buy |
8,068
+1,276
| +19% | +$151K | 1.94% | 22 |
|
|
2017
Q1 | $890K | Buy |
6,792
+3,092
| +84% | +$405K | 2.06% | 20 |
|
|
2016
Q4 | $474K | Buy |
3,700
+140
| +4% | +$17.9K | 1.2% | 31 |
|
|
2016
Q3 | $482K | Hold |
3,560
| – | – | 1.24% | 31 |
|
|
2016
Q2 | $542K | Buy |
3,560
+50
| +1% | +$7.61K | 1.74% | 24 |
|
|
2016
Q1 | $455K | Buy |
3,510
+350
| +11% | +$45.4K | 1.96% | 20 |
|
|
2015
Q4 | $390K | Buy |
+3,160
| New | +$390K | 1.89% | 21 |
|