New York Life 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.49M | Sell |
25,369
-10
| -0% | -$982 | 0.02% | 487 |
|
2025
Q1 | $3.01M | Buy |
25,379
+47
| +0.2% | +$5.57K | 0.03% | 441 |
|
2024
Q4 | $2.79M | Sell |
25,332
-1,631
| -6% | -$180K | 0.03% | 470 |
|
2024
Q3 | $3.27M | Buy |
26,963
+9,929
| +58% | +$1.2M | 0.03% | 446 |
|
2024
Q2 | $1.86M | Buy |
17,034
+255
| +2% | +$27.8K | 0.02% | 576 |
|
2024
Q1 | $2.11M | Sell |
16,779
-438
| -3% | -$55.1K | 0.02% | 544 |
|
2023
Q4 | $2.18M | Buy |
17,217
+711
| +4% | +$89.9K | 0.02% | 527 |
|
2023
Q3 | $2.03M | Sell |
16,506
-625
| -4% | -$76.8K | 0.02% | 510 |
|
2023
Q2 | $2.53M | Sell |
17,131
-95
| -0.6% | -$14K | 0.03% | 455 |
|
2023
Q1 | $2.71M | Buy |
17,226
+32
| +0.2% | +$5.04K | 0.03% | 443 |
|
2022
Q4 | $2.72M | Sell |
17,194
-56
| -0.3% | -$8.87K | 0.03% | 449 |
|
2022
Q3 | $2.37M | Sell |
17,250
-382
| -2% | -$52.5K | 0.03% | 468 |
|
2022
Q2 | $2.26M | Buy |
+17,632
| New | +$2.26M | 0.03% | 481 |
|
2015
Q4 | – | Sell |
-2,000
| Closed | -$228K | – | 187 |
|
2015
Q3 | $228K | Hold |
2,000
| – | – | 0.02% | 190 |
|
2015
Q2 | $217K | Hold |
2,000
| – | – | 0.02% | 196 |
|
2015
Q1 | $231K | Hold |
2,000
| – | – | 0.03% | 184 |
|
2014
Q4 | $202K | Hold |
2,000
| – | – | 0.02% | 213 |
|
2014
Q3 | $198K | Hold |
2,000
| – | – | 0.03% | 155 |
|
2014
Q2 | $213K | Hold |
2,000
| – | – | 0.04% | 154 |
|
2014
Q1 | $194K | Hold |
2,000
| – | – | 0.04% | 126 |
|
2013
Q4 | $207K | Hold |
2,000
| – | – | 0.05% | 106 |
|
2013
Q3 | $210K | Hold |
2,000
| – | – | 0.06% | 99 |
|
2013
Q2 | $206K | Buy |
+2,000
| New | +$206K | 0.07% | 97 |
|