SCA
Sage Capital Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.72M | Buy |
68,470
+1,002
| +1% | +$98.4K | 1.66% | 16 |
|
|
2025
Q1 | $7.99M | Buy |
67,468
+653
| +1% | +$77.3K | 2.09% | 11 |
|
|
2024
Q4 | $7.36M | Buy |
66,815
+595
| +0.9% | +$65.5K | 1.91% | 13 |
|
|
2024
Q3 | $8.02M | Buy |
66,220
+550
| +0.8% | +$66.6K | 2.09% | 10 |
|
|
2024
Q2 | $7.16M | Buy |
65,670
+32,727
| +99% | +$3.57M | 2.06% | 10 |
|
|
2024
Q1 | $4.15M | Buy |
32,943
+4,297
| +15% | +$541K | 1.2% | 27 |
|
|
2023
Q4 | $3.62M | Buy |
28,646
+13,693
| +92% | +$1.73M | 1.17% | 28 |
|
|
2023
Q3 | $1.84M | Buy |
14,953
+319
| +2% | +$39.2K | 0.67% | 43 |
|
|
2023
Q2 | $2.16M | Sell |
14,634
-18
| -0.1% | -$2.66K | 0.76% | 43 |
|
|
2023
Q1 | $2.31M | Sell |
14,652
-94
| -0.6% | -$14.8K | 0.88% | 38 |
|
|
2022
Q4 | $2.34M | Sell |
14,746
-80
| -0.5% | -$12.7K | 1.03% | 34 |
|
|
2022
Q3 | $2.04M | Buy |
14,826
+63
| +0.4% | +$8.66K | 1.04% | 34 |
|
|
2022
Q2 | $1.89M | Buy |
14,763
+51
| +0.3% | +$6.53K | 0.9% | 36 |
|
|
2022
Q1 | $2.04M | Buy |
14,712
+62
| +0.4% | +$8.61K | 0.83% | 38 |
|
|
2021
Q4 | $2.1M | Buy |
14,650
+220
| +2% | +$31.6K | 0.8% | 40 |
|
|
2021
Q3 | $1.73M | Buy |
14,430
+210
| +1% | +$25.2K | 0.74% | 41 |
|
|
2021
Q2 | $1.84M | Buy |
14,220
+1,182
| +9% | +$153K | 0.75% | 42 |
|
|
2021
Q1 | $1.65M | Buy |
13,038
+4
| +0% | +$506 | 0.74% | 42 |
|
|
2020
Q4 | $1.49M | Buy |
13,034
+16
| +0.1% | +$1.83K | 0.73% | 41 |
|
|
2020
Q3 | $1.5M | Sell |
13,018
-1,149
| -8% | -$133K | 0.92% | 33 |
|
|
2020
Q2 | $1.5M | Sell |
14,167
-65
| -0.5% | -$6.88K | 0.96% | 34 |
|
|
2020
Q1 | $1.58M | Buy |
14,232
+1,025
| +8% | +$114K | 1.29% | 23 |
|
|
2019
Q4 | $1.38M | Buy |
13,207
+98
| +0.7% | +$10.2K | 0.87% | 39 |
|
|
2019
Q3 | $1.44M | Sell |
13,109
-1,457
| -10% | -$160K | 1.09% | 34 |
|
|
2019
Q2 | $1.69M | Sell |
14,566
-19,480
| -57% | -$2.26M | 1.17% | 30 |
|
|
2019
Q1 | $3.97M | Buy |
34,046
+8
| +0% | +$932 | 2.55% | 11 |
|
|
2018
Q4 | $3.18M | Sell |
34,038
-939
| -3% | -$87.8K | 2.4% | 13 |
|
|
2018
Q3 | $3.59M | Buy |
34,977
+247
| +0.7% | +$25.3K | 2.24% | 14 |
|
|
2018
Q2 | $3.73M | Hold |
34,730
| – | – | 2.61% | 10 |
|
|
2018
Q1 | $4.31M | Buy |
34,730
+68
| +0.2% | +$8.43K | 3.05% | 5 |
|
|
2017
Q4 | $4.31M | Buy |
+34,662
| New | +$4.31M | 2.79% | 7 |
|