Tortoise 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 | $22.5K | Buy |
229
+14
| +7% | +$1.37K | ﹤0.01% | 490 |
|
|
2025
Q1 | $25.4K | Buy |
215
+100
| +87% | +$11.8K | ﹤0.01% | 456 |
|
|
2024
Q4 | $12.6K | Hold |
115
| – | – | ﹤0.01% | 595 |
|
|
2024
Q3 | $13.9K | Sell |
115
-1
| -0.9% | -$121 | ﹤0.01% | 597 |
|
|
2024
Q2 | $12.6K | Sell |
116
-50
| -30% | -$5.44K | ﹤0.01% | 602 |
|
|
2024
Q1 | $20.9K | Buy |
166
+50
| +43% | +$6.29K | ﹤0.01% | 504 |
|
|
2023
Q4 | $14.6K | Hold |
116
| – | – | ﹤0.01% | 514 |
|
|
2023
Q3 | $14.2K | Hold |
116
| – | – | ﹤0.01% | 508 |
|
|
2023
Q2 | $17.1K | Hold |
116
| – | – | ﹤0.01% | 493 |
|
|
2023
Q1 | $18.2K | Hold |
116
| – | – | ﹤0.01% | 477 |
|
|
2022
Q4 | $18.4K | Hold |
116
| – | – | ﹤0.01% | 468 |
|
|
2022
Q3 | $16K | Buy |
116
+14
| +14% | +$1.93K | ﹤0.01% | 472 |
|
|
2022
Q2 | $13K | Hold |
102
| – | – | ﹤0.01% | 481 |
|
|
2022
Q1 | $14K | Hold |
102
| – | – | ﹤0.01% | 468 |
|
|
2021
Q4 | $14K | Hold |
102
| – | – | ﹤0.01% | 445 |
|
|
2021
Q3 | $12K | Hold |
102
| – | – | ﹤0.01% | 448 |
|
|
2021
Q2 | $13K | Hold |
102
| – | – | ﹤0.01% | 436 |
|
|
2021
Q1 | $13K | Hold |
102
| – | – | ﹤0.01% | 410 |
|
|
2020
Q4 | $12K | Hold |
102
| – | – | ﹤0.01% | 397 |
|
|
2020
Q3 | $12K | Hold |
102
| – | – | ﹤0.01% | 360 |
|
|
2020
Q2 | $11K | Hold |
102
| – | – | ﹤0.01% | 358 |
|
|
2020
Q1 | $11K | Hold |
102
| – | – | ﹤0.01% | 351 |
|
|
2019
Q4 | $11K | Hold |
102
| – | – | ﹤0.01% | 396 |
|
|
2019
Q3 | $11K | Hold |
102
| – | – | ﹤0.01% | 388 |
|
|
2019
Q2 | $12K | Hold |
102
| – | – | ﹤0.01% | 408 |
|
|
2019
Q1 | $12K | Hold |
102
| – | – | ﹤0.01% | 393 |
|
|
2018
Q4 | $10K | Buy |
102
+100
| +5,000% | +$9.8K | ﹤0.01% | 392 |
|
|
2018
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 563 |
|
|
2017
Q1 | – | Sell |
-22
| Closed | -$3K | – | 510 |
|
|
2016
Q4 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 435 |
|
|
2016
Q3 | – | Sell |
-67
| Closed | -$10K | – | 507 |
|
|
2016
Q2 | $10K | Buy |
+67
| New | +$10K | ﹤0.01% | 312 |
|
|
2014
Q3 | – | Sell |
-10
| Closed | -$1K | – | 416 |
|
|
2014
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 404 |
|
|
2013
Q4 | – | Sell |
-50
| Closed | -$5K | – | 352 |
|
|
2013
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 273 |
|
|
2013
Q2 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 284 |
|