SEI Investments’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Buy |
61,723
+10,662
| +21% | +$1.05M | 0.01% | 1186 |
|
|
2025
Q1 | $6.05M | Sell |
51,061
-56,446
| -53% | -$6.69M | 0.01% | 1179 |
|
|
2024
Q4 | $11.8M | Buy |
107,507
+5,387
| +5% | +$593K | 0.02% | 916 |
|
|
2024
Q3 | $12.4M | Sell |
102,120
-2,724
| -3% | -$330K | 0.02% | 895 |
|
|
2024
Q2 | $11.4M | Buy |
104,844
+8,178
| +8% | +$892K | 0.02% | 860 |
|
|
2024
Q1 | $12.2M | Buy |
96,666
+23,185
| +32% | +$2.92M | 0.02% | 823 |
|
|
2023
Q4 | $9.29M | Sell |
73,481
-91,273
| -55% | -$11.5M | 0.01% | 916 |
|
|
2023
Q3 | $20.3M | Sell |
164,754
-24,292
| -13% | -$2.99M | 0.04% | 526 |
|
|
2023
Q2 | $27.9M | Sell |
189,046
-24,997
| -12% | -$3.69M | 0.05% | 425 |
|
|
2023
Q1 | $33.7M | Sell |
214,043
-5,302
| -2% | -$834K | 0.06% | 349 |
|
|
2022
Q4 | $34.8M | Sell |
219,345
-16,845
| -7% | -$2.67M | 0.08% | 291 |
|
|
2022
Q3 | $32.5M | Buy |
236,190
+33,286
| +16% | +$4.57M | 0.07% | 295 |
|
|
2022
Q2 | $26.1M | Sell |
202,904
-8,722
| -4% | -$1.12M | 0.06% | 381 |
|
|
2022
Q1 | $28.6M | Sell |
211,626
-26,001
| -11% | -$3.51M | 0.06% | 364 |
|
|
2021
Q4 | $32.2M | Buy |
237,627
+4,591
| +2% | +$622K | 0.06% | 328 |
|
|
2021
Q3 | $27.9M | Buy |
233,036
+33,041
| +17% | +$3.96M | 0.06% | 343 |
|
|
2021
Q2 | $25.9M | Sell |
199,995
-3,000
| -1% | -$388K | 0.06% | 334 |
|
|
2021
Q1 | $25M | Buy |
202,995
+1,062
| +0.5% | +$131K | 0.06% | 312 |
|
|
2020
Q4 | $23.4M | Buy |
201,933
+8,930
| +5% | +$1.03M | 0.06% | 319 |
|
|
2020
Q3 | $22.3M | Buy |
193,003
+24,844
| +15% | +$2.88M | 0.06% | 285 |
|
|
2020
Q2 | $17.8M | Buy |
168,159
+35,115
| +26% | +$3.71M | 0.06% | 335 |
|
|
2020
Q1 | $14.8M | Buy |
133,044
+2,784
| +2% | +$310K | 0.05% | 336 |
|
|
2019
Q4 | $13.6M | Sell |
130,260
-147,439
| -53% | -$15.4M | 0.04% | 448 |
|
|
2019
Q3 | $30.6M | Buy |
277,699
+173,378
| +166% | +$19.1M | 0.08% | 231 |
|
|
2019
Q2 | $12M | Buy |
104,321
+6,925
| +7% | +$795K | 0.04% | 497 |
|
|
2019
Q1 | $11.3M | Buy |
97,396
+10,113
| +12% | +$1.18M | 0.04% | 502 |
|
|
2018
Q4 | $8.69M | Buy |
87,283
+5,986
| +7% | +$596K | 0.03% | 616 |
|
|
2018
Q3 | $8.4M | Sell |
81,297
-36,401
| -31% | -$3.76M | 0.03% | 614 |
|
|
2018
Q2 | $12.6M | Buy |
117,698
+2,195
| +2% | +$236K | 0.04% | 462 |
|
|
2018
Q1 | $14.3M | Buy |
115,503
+13,802
| +14% | +$1.71M | 0.05% | 360 |
|
|
2017
Q4 | $12.6M | Sell |
101,701
-11,604
| -10% | -$1.44M | 0.04% | 515 |
|
|
2017
Q3 | $11.9M | Buy |
113,305
+34,174
| +43% | +$3.59M | 0.04% | 515 |
|
|
2017
Q2 | $9.36M | Buy |
79,131
+18,836
| +31% | +$2.23M | 0.04% | 576 |
|
|
2017
Q1 | $7.9M | Buy |
60,295
+9,205
| +18% | +$1.21M | 0.03% | 608 |
|
|
2016
Q4 | $6.54M | Buy |
51,090
+3,222
| +7% | +$413K | 0.03% | 645 |
|
|
2016
Q3 | $6.49M | Buy |
47,868
+1,877
| +4% | +$254K | 0.03% | 602 |
|
|
2016
Q2 | $7.01M | Buy |
45,991
+8,492
| +23% | +$1.29M | 0.04% | 538 |
|
|
2016
Q1 | $4.87M | Sell |
37,499
-4,400
| -11% | -$571K | 0.03% | 637 |
|
|
2015
Q4 | $5.17M | Buy |
41,899
+6,743
| +19% | +$832K | 0.03% | 644 |
|
|
2015
Q3 | $4.01M | Sell |
35,156
-2,605
| -7% | -$297K | 0.04% | 524 |
|
|
2015
Q2 | $4.09M | Sell |
37,761
-396
| -1% | -$42.9K | 0.04% | 526 |
|
|
2015
Q1 | $4.41M | Buy |
38,157
+3,331
| +10% | +$385K | 0.04% | 499 |
|
|
2014
Q4 | $3.52M | Buy |
+34,826
| New | +$3.52M | 0.03% | 524 |
|