Systematic Financial Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-212
| Closed | -$23K | – | 566 |
|
|
2019
Q3 | $23K | Sell |
212
-24,541
| -99% | -$2.66M | ﹤0.01% | 517 |
|
|
2019
Q2 | $2.85M | Sell |
24,753
-19,511
| -44% | -$2.25M | 0.11% | 165 |
|
|
2019
Q1 | $5.16M | Buy |
+44,264
| New | +$5.16M | 0.18% | 163 |
|
|
2016
Q2 | – | Sell |
-215,941
| Closed | -$28M | – | 636 |
|
|
2016
Q1 | $28M | Buy |
+215,941
| New | +$28M | 0.35% | 87 |
|
|
2013
Q3 | – | Sell |
-438,618
| Closed | -$45.2M | – | 696 |
|
|
2013
Q2 | $45.2M | Buy |
+438,618
| New | +$45.2M | 0.39% | 86 |
|