RBA
Richard Bernstein Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,159
| Closed | -$596K | – | 323 |
|
|
2020
Q4 | $596K | Hold |
5,159
| – | – | 0.01% | 266 |
|
|
2020
Q3 | $596K | Hold |
5,159
| – | – | 0.02% | 222 |
|
|
2020
Q2 | $545K | Sell |
5,159
-30,648
| -86% | -$3.24M | 0.02% | 222 |
|
|
2020
Q1 | $3.97M | Hold |
35,807
| – | – | 0.14% | 81 |
|
|
2019
Q4 | $3.73M | Hold |
35,807
| – | – | 0.12% | 126 |
|
|
2019
Q3 | $3.94M | Buy |
35,807
+6,735
| +23% | +$741K | 0.13% | 118 |
|
|
2019
Q2 | $3.35M | Hold |
29,072
| – | – | 0.11% | 140 |
|
|
2019
Q1 | $3.39M | Buy |
+29,072
| New | +$3.39M | 0.11% | 157 |
|