Private Ocean’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.18K | Buy |
20
+3
| +18% | +$339 | ﹤0.01% | 520 |
|
|
2024
Q1 | $2.14K | Hold |
17
| – | – | ﹤0.01% | 453 |
|
|
2023
Q4 | $2.15K | Hold |
17
| – | – | ﹤0.01% | 457 |
|
|
2023
Q3 | $2.09K | Hold |
17
| – | – | ﹤0.01% | 442 |
|
|
2023
Q2 | $2.51K | Hold |
17
| – | – | ﹤0.01% | 479 |
|
|
2023
Q1 | $2.67K | Hold |
17
| – | – | ﹤0.01% | 505 |
|
|
2022
Q4 | $2.69K | Hold |
17
| – | – | ﹤0.01% | 466 |
|
|
2022
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 489 |
|
|
2022
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 433 |
|
|
2022
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 508 |
|
|
2021
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 528 |
|
|
2021
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 510 |
|
|
2021
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 494 |
|
|
2021
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 544 |
|
|
2020
Q4 | $2K | Buy |
17
+1
| +6% | +$116 | ﹤0.01% | 473 |
|
|
2020
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 484 |
|
|
2020
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 466 |
|
|
2020
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 510 |
|
|
2019
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 445 |
|
|
2019
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 544 |
|
|
2019
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 454 |
|
|
2019
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 384 |
|
|
2018
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 341 |
|
|
2018
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 322 |
|
|
2018
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 345 |
|
|
2018
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 382 |
|
|
2017
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 370 |
|
|
2017
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 190 |
|
|
2017
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 162 |
|
|
2017
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 164 |
|
|
2016
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 178 |
|
|
2016
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 179 |
|
|
2016
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 171 |
|
|
2016
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 166 |
|
|
2015
Q4 | $2K | Buy |
+16
| New | +$1.91K | ﹤0.01% | 172 |
|
Other funds holding SJM
Private Ocean's SJM Position: Q2 2024 in Review
Private Ocean increased its J.M. Smucker (SJM) stake by 18% in Q2 2024, buying an estimated $339 and bringing the position to 20 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #520.
Private Ocean first reported a position in SJM in Q4 2015 and has held it in 35 quarters since. The position peaked at $2.69K in Q4 2022. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.
- Private Ocean held 20 shares of J.M. Smucker worth $2.18K as of Q2 2024.
- Private Ocean bought 3 J.M. Smucker shares in Q2 2024, an estimated $339.
- J.M. Smucker made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #520 holding.
- Private Ocean first reported a position in J.M. Smucker in Q4 2015 and has held it in 35 quarters since.
- Private Ocean's J.M. Smucker position peaked at $2.69K in Q4 2022.
- 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.
Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.