Te Ahumairangi Investment Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
38,670
+2,140
| +6% | +$210K | 0.68% | 57 |
|
|
2025
Q1 | $4.33M | Sell |
36,530
-5,109
| -12% | -$605K | 0.92% | 43 |
|
|
2024
Q4 | $4.59M | Sell |
41,639
-2,282
| -5% | -$251K | 0.96% | 39 |
|
|
2024
Q3 | $5.29M | Sell |
43,921
-370
| -0.8% | -$44.6K | 0.94% | 45 |
|
|
2024
Q2 | $4.83M | Sell |
44,291
-320
| -0.7% | -$34.9K | 0.93% | 42 |
|
|
2024
Q1 | $5.62M | Buy |
44,611
+495
| +1% | +$62.3K | 0.98% | 41 |
|
|
2023
Q4 | $5.58M | Sell |
44,116
-10,470
| -19% | -$1.32M | 1.06% | 38 |
|
|
2023
Q3 | $6.71M | Sell |
54,586
-1,955
| -3% | -$240K | 1.09% | 35 |
|
|
2023
Q2 | $8.35M | Buy |
56,541
+4,010
| +8% | +$592K | 1.14% | 33 |
|
|
2023
Q1 | $8.27M | Buy |
52,531
+5,993
| +13% | +$943K | 1.18% | 26 |
|
|
2022
Q4 | $7.37M | Sell |
46,538
-3,585
| -7% | -$568K | 1.15% | 31 |
|
|
2022
Q3 | $6.89M | Sell |
50,123
-8,980
| -15% | -$1.23M | 1.17% | 33 |
|
|
2022
Q2 | $7.57M | Sell |
59,103
-9,053
| -13% | -$1.16M | 1.14% | 36 |
|
|
2022
Q1 | $9.23M | Sell |
68,156
-3,305
| -5% | -$448K | 1.25% | 27 |
|
|
2021
Q4 | $9.71M | Hold |
71,461
| – | – | 1.25% | 28 |
|
|
2021
Q3 | $8.58M | Buy |
71,461
+7,600
| +12% | +$912K | 1.18% | 30 |
|
|
2021
Q2 | $8.27M | Sell |
63,861
-9,200
| -13% | -$1.19M | 1.08% | 35 |
|
|
2021
Q1 | $9.24M | Sell |
73,061
-4,900
| -6% | -$620K | 1.19% | 30 |
|
|
2020
Q4 | $9.01M | Buy |
77,961
+21,561
| +38% | +$2.49M | 1.25% | 25 |
|
|
2020
Q3 | $6.52M | Buy |
+56,400
| New | +$6.52M | 1.11% | 29 |
|