Summit Global 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
2024 Q1	–	Sell	-4,328	Closed	-$547K	–	592
2023 Q4	$547K	Sell	4,328 -3,790	-47%	-$479K	0.04%	325
2023 Q3	$998K	Buy	+8,118	New	+$998K	0.07%	222
2021 Q3	–	Sell	-28,356	Closed	-$3.68M	–	552
2021 Q2	$3.68M	Buy	+28,356	New	+$3.68M	0.22%	89