Vontobel Holding’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.63M | Sell |
58,363
-15,080
| -21% | -$1.58M | 0.02% | 347 |
|
|
2025
Q4 | $7.18M | Buy |
73,443
+3,282
| +5% | +$339K | 0.02% | 331 |
|
|
2025
Q3 | $7.62M | Sell |
70,161
-5,808
| -8% | -$631K | 0.02% | 306 |
|
|
2025
Q2 | $7.46M | Buy |
75,969
+4,573
| +6% | +$503K | 0.02% | 292 |
|
|
2025
Q1 | $8.45M | Buy |
71,396
+7,947
| +13% | +$858K | 0.03% | 244 |
|
|
2024
Q4 | $6.99M | Sell |
63,449
-750
| -1% | -$86.3K | 0.02% | 270 |
|
|
2024
Q3 | $7.77M | Buy |
64,199
+14,896
| +30% | +$1.75M | 0.03% | 253 |
|
|
2024
Q2 | $5.38M | Sell |
49,303
-5,884
| -11% | -$666K | 0.02% | 294 |
|
|
2024
Q1 | $6.95M | Sell |
55,187
-9,717
| -15% | -$1.23M | 0.06% | 257 |
|
|
2023
Q4 | $8.2M | Sell |
64,904
-9,160
| -12% | -$1.06M | 0.07% | 223 |
|
|
2023
Q3 | $9.1M | Buy |
74,064
+3,009
| +4% | +$427K | 0.08% | 207 |
|
|
2023
Q2 | $10.5M | Buy |
71,055
+16,632
| +31% | +$2.54M | 0.09% | 201 |
|
|
2023
Q1 | $8.56M | Buy |
54,423
+311
| +0.6% | +$47.2K | 0.08% | 225 |
|
|
2022
Q4 | $8.57M | Buy |
54,112
+5,455
| +11% | +$813K | 0.09% | 219 |
|
|
2022
Q3 | $6.76M | Sell |
48,657
-1,909
| -4% | -$260K | 0.08% | 226 |
|
|
2022
Q2 | $6.61M | Sell |
50,566
-1,030
| -2% | -$137K | 0.07% | 228 |
|
|
2022
Q1 | $6.96M | Sell |
51,596
-1,285
| -2% | -$175K | 0.06% | 240 |
|
|
2021
Q4 | $7.16M | Buy |
52,881
+14,996
| +40% | +$1.91M | 0.06% | 228 |
|
|
2021
Q3 | $4.55M | Buy |
37,885
+12,718
| +51% | +$1.62M | 0.04% | 283 |
|
|
2021
Q2 | $3.27M | Sell |
25,167
-30,838
| -55% | -$4.1M | 0.03% | 335 |
|
|
2021
Q1 | $7.09M | Buy |
56,005
+25,095
| +81% | +$2.96M | 0.05% | 201 |
|
|
2020
Q4 | $3.56M | Buy |
+30,910
| New | +$3.59M | 0.03% | 317 |
|
Other funds holding SJM
VCM
VPM
