Stoneridge Investment Partners’s J.M. Smucker SJM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-14,350	Closed	-$1.56M	–	146
2024 Q2	$1.56M	Buy	+14,350	New	+$1.62M	0.59%	52
2018 Q1	–	Sell	-69,172	Closed	-$8.59M	–	240
2017 Q4	$8.59M	Sell	69,172 -9,734	-12%	-$1.08M	1.37%	17
2017 Q3	$8.28M	Buy	78,906 +9,488	+14%	+$1.08M	1.3%	19
2017 Q2	$8.21M	Buy	69,418 +26,012	+60%	+$3.29M	1.22%	20
2017 Q1	$5.69M	Buy	+43,406	New	+$5.9M	0.77%	34
2015 Q1	–	Sell	-3,069	Closed	-$310K	–	298
2014 Q4	$310K	Hold	3,069	–	–	0.04%	216
2014 Q3	$304K	Hold	3,069	–	–	0.05%	200
2014 Q2	$327K	Hold	3,069	–	–	0.05%	188
2014 Q1	$298K	Hold	3,069	–	–	0.06%	159
2013 Q4	$318K	Buy	+3,069	New	+$325K	0.06%	155