Palouse Capital 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-32,976
| Closed | -$4.17M | – | 103 |
|
2021
Q1 | $4.17M | Sell |
32,976
-598
| -2% | -$75.7K | 1.84% | 22 |
|
2020
Q4 | $3.88M | Sell |
33,574
-2,801
| -8% | -$324K | 2.05% | 16 |
|
2020
Q3 | $4.2M | Buy |
+36,375
| New | +$4.2M | 2.35% | 15 |
|
2019
Q2 | – | Sell |
-57,704
| Closed | -$6.72M | – | 102 |
|
2019
Q1 | $6.72M | Buy |
57,704
+1,119
| +2% | +$130K | 2.58% | 5 |
|
2018
Q4 | $5.29M | Sell |
56,585
-3,878
| -6% | -$363K | 2.09% | 16 |
|
2018
Q3 | $6.2M | Sell |
60,463
-841
| -1% | -$86.3K | 2.17% | 15 |
|
2018
Q2 | $6.59M | Buy |
61,304
+4,081
| +7% | +$439K | 2.23% | 8 |
|
2018
Q1 | $7.1M | Sell |
57,223
-911
| -2% | -$113K | 2.36% | 7 |
|
2017
Q4 | $7.22M | Buy |
+58,134
| New | +$7.22M | 2.44% | 6 |
|