SFM
Stack Financial Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-102,728
| Closed | -$12.2M | – | 56 |
|
|
2017
Q2 | $12.2M | Buy |
102,728
+1,355
| +1% | +$160K | 1.26% | 40 |
|
|
2017
Q1 | $13.3M | Buy |
101,373
+245
| +0.2% | +$32.1K | 1.41% | 37 |
|
|
2016
Q4 | $13M | Buy |
101,128
+1,170
| +1% | +$150K | 1.44% | 36 |
|
|
2016
Q3 | $13.5M | Buy |
99,958
+363
| +0.4% | +$49.2K | 1.58% | 35 |
|
|
2016
Q2 | $15.2M | Buy |
99,595
+1,000
| +1% | +$152K | 1.93% | 23 |
|
|
2016
Q1 | $12.8M | Sell |
98,595
-1,655
| -2% | -$215K | 1.55% | 30 |
|
|
2015
Q4 | $12.4M | Buy |
+100,250
| New | +$12.4M | 1.56% | 31 |
|