Prelude Capital Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,182
| Closed | -$311K | – | 1549 |
|
|
2025
Q4 | $311K | Buy |
+3,182
| New | +$329K | 0.02% | 778 |
|
|
2022
Q3 | – | Sell |
-2,478
| Closed | -$317K | – | 1928 |
|
|
2022
Q2 | $317K | Buy |
+2,478
| New | +$330K | 0.02% | 1034 |
|
|
2022
Q1 | – | Sell |
-1,997
| Closed | -$271K | – | 2284 |
|
|
2021
Q4 | $271K | Sell |
1,997
-724
| -27% | -$92.3K | 0.01% | 1381 |
|
|
2021
Q3 | $327K | Buy |
+2,721
| New | +$346K | 0.02% | 1096 |
|
|
2021
Q2 | – | Sell |
-5,318
| Closed | -$673K | – | 2032 |
|
|
2021
Q1 | $673K | Buy |
+5,318
| New | +$628K | 0.05% | 766 |
|
|
2020
Q4 | – | Sell |
-2,974
| Closed | -$344K | – | 2075 |
|
|
2020
Q3 | $344K | Buy |
2,974
+1,450
| +95% | +$162K | 0.05% | 519 |
|
|
2020
Q2 | $161K | Buy |
+1,524
| New | +$171K | 0.03% | 800 |
|
|
2019
Q4 | – | Sell |
-1,060
| Closed | -$117K | – | 2342 |
|
|
2019
Q3 | $117K | Buy |
+1,060
| New | +$118K | 0.01% | 903 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2200 |
|
|
2019
Q1 | – | Sell |
-14
| Closed | -$1.46K | – | 2216 |
|
|
2018
Q4 | $1K | Sell |
14
-1,304
| -99% | -$136K | ﹤0.01% | 1718 |
|
|
2018
Q3 | $135K | Buy |
+1,318
| New | +$144K | 0.01% | 887 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 1970 |
|
|
2017
Q3 | – | Sell |
-4,537
| Closed | -$537K | – | 1923 |
|
|
2017
Q2 | $537K | Buy |
4,537
+3,087
| +213% | +$390K | 0.06% | 321 |
|
|
2017
Q1 | $190K | Buy |
1,450
+966
| +200% | +$131K | 0.02% | 581 |
|
|
2016
Q4 | $62K | Sell |
484
-1,429
| -75% | -$185K | 0.01% | 982 |
|
|
2016
Q3 | $259K | Buy |
1,913
+145
| +8% | +$21.3K | 0.04% | 483 |
|
|
2016
Q2 | $269K | Buy |
+1,768
| New | +$235K | 0.04% | 417 |
|
Other funds holding SJM
VCM
VPM