Vident Advisory’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 | $220K | Buy |
2,242
+223
| +11% | +$21.9K | ﹤0.01% | 1463 |
|
|
2025
Q1 | $239K | Buy |
+2,019
| New | +$239K | ﹤0.01% | 1362 |
|
|
2024
Q1 | – | Sell |
-90,141
| Closed | -$11.4M | – | 1396 |
|
|
2023
Q4 | $11.4M | Buy |
90,141
+24,187
| +37% | +$3.06M | 0.29% | 111 |
|
|
2023
Q3 | $8.11M | Buy |
+65,954
| New | +$8.11M | 0.25% | 130 |
|