Shelter Insurance Profit Sharing’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $6.05M | Sell |
53,000
-5,500
| -9% | -$628K | 2.99% | 12 |
|
|
2015
Q2 | $6.34M | Hold |
58,500
| – | – | 2.72% | 17 |
|
|
2015
Q1 | $6.77M | Hold |
58,500
| – | – | 2.82% | 14 |
|
|
2014
Q4 | $5.91M | Hold |
58,500
| – | – | 2.33% | 21 |
|
|
2014
Q3 | $5.79M | Hold |
58,500
| – | – | 2.32% | 21 |
|
|
2014
Q2 | $6.2M | Hold |
58,500
| – | – | 2.41% | 19 |
|
|
2014
Q1 | $5.69M | Hold |
58,500
| – | – | 2.25% | 20 |
|
|
2013
Q4 | $6.06M | Hold |
58,500
| – | – | 2.53% | 19 |
|
|
2013
Q3 | $6.15M | Hold |
58,500
| – | – | 2.75% | 12 |
|
|
2013
Q2 | $6.03M | Buy |
+58,500
| New | +$6.03M | 2.72% | 13 |
|