Sumitomo Life Insurance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,007
| Closed | -$908K | – | 283 |
|
|
2021
Q2 | $908K | Sell |
7,007
-1,148
| -14% | -$152K | 0.03% | 232 |
|
|
2021
Q1 | $1.03M | Sell |
8,155
-349
| -4% | -$41.2K | 0.04% | 222 |
|
|
2020
Q4 | $983K | Sell |
8,504
-919
| -10% | -$107K | 0.04% | 226 |
|
|
2020
Q3 | $1.09M | Sell |
9,423
-567
| -6% | -$63.2K | 0.05% | 207 |
|
|
2020
Q2 | $1.06M | Sell |
9,990
-606
| -6% | -$68.1K | 0.06% | 200 |
|
|
2020
Q1 | $1.18M | Sell |
10,596
-82
| -0.8% | -$8.77K | 0.08% | 172 |
|
|
2019
Q4 | $1.11M | Buy |
10,678
+680
| +7% | +$72K | 0.13% | 221 |
|
|
2019
Q3 | $1.1M | Sell |
9,998
-1,155
| -10% | -$129K | 0.14% | 208 |
|
|
2019
Q2 | $1.28M | Buy |
11,153
+400
| +4% | +$48.8K | 0.15% | 193 |
|
|
2019
Q1 | $1.25M | Sell |
10,753
-1,186
| -10% | -$124K | 0.17% | 188 |
|
|
2018
Q4 | $1.12M | Buy |
11,939
+293
| +3% | +$30.6K | 0.15% | 201 |
|
|
2018
Q3 | $1.2M | Sell |
11,646
-234
| -2% | -$25.6K | 0.14% | 215 |
|
|
2018
Q2 | $1.28M | Buy |
11,880
+510
| +4% | +$57.3K | 0.16% | 197 |
|
|
2018
Q1 | $1.41M | Sell |
11,370
-502
| -4% | -$62.7K | 0.19% | 187 |
|
|
2017
Q4 | $1.48M | Sell |
11,872
-577
| -5% | -$64.1K | 0.19% | 190 |
|
|
2017
Q3 | $1.31M | Sell |
12,449
-228
| -2% | -$26K | 0.17% | 203 |
|
|
2017
Q2 | $1.5M | Buy |
12,677
+8,757
| +223% | +$1.11M | 0.2% | 177 |
|
|
2017
Q1 | $514K | Sell |
3,920
-2,554
| -39% | -$347K | 0.07% | 263 |
|
|
2016
Q4 | $829K | Buy |
6,474
+145
| +2% | +$18.8K | 0.12% | 236 |
|
|
2016
Q3 | $858K | Sell |
6,329
-768
| -11% | -$113K | 0.13% | 243 |
|
|
2016
Q2 | $1.08M | Sell |
7,097
-271
| -4% | -$36K | 0.15% | 219 |
|
|
2016
Q1 | $957K | Sell |
7,368
-192
| -3% | -$24.2K | 0.12% | 229 |
|
|
2015
Q4 | $932K | Sell |
7,560
-179
| -2% | -$21.3K | 0.12% | 232 |
|
|
2015
Q3 | $883K | Sell |
7,739
-9,050
| -54% | -$1.01M | 0.12% | 250 |
|
|
2015
Q2 | $1.82M | Buy |
16,789
+776
| +5% | +$89.8K | 0.22% | 160 |
|
|
2015
Q1 | $1.85M | Sell |
16,013
-1,739
| -10% | -$191K | 0.2% | 176 |
|
|
2014
Q4 | $1.79M | Buy |
17,752
+6,810
| +62% | +$690K | 0.18% | 207 |
|
|
2014
Q3 | $1.08M | Buy |
+10,942
| New | +$1.12M | 0.11% | 260 |
|
Other funds holding SJM
CIP