Wellington Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $707K | Buy |
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|
2025
Q2 | $601K | Buy |
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|
2025
Q1 | $556K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $965K | Sell |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $202K | Sell |
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|
2023
Q2 | $280K | Sell |
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|
2023
Q1 | $325K | Buy |
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|
2022
Q4 | $270K | Sell |
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|
2022
Q3 | $1.57M | Sell |
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|
2022
Q2 | $3.29M | Sell |
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|
2022
Q1 | $5.33M | Sell |
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|
2021
Q4 | $6.85M | Sell |
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|
2021
Q3 | $6.25M | Buy |
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|
2021
Q2 | $6.69M | Sell |
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|
2021
Q1 | $6.77M | Sell |
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|
2020
Q4 | $38.6M | Sell |
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|
2020
Q3 | $39.9M | Sell |
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|
2020
Q2 | $42.8M | Buy |
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|
2020
Q1 | $44.2M | Buy |
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|
2019
Q4 | $16.1M | Sell |
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|
2019
Q3 | $22.1M | Buy |
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|
2019
Q2 | $18.1M | Buy |
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|
2019
Q1 | $18.2M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $7.66M | Sell |
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|
2018
Q2 | $32.3M | Buy |
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|
2018
Q1 | $7.47M | Sell |
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|
2017
Q4 | $12.5M | Sell |
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|
2017
Q3 | $17.7M | Sell |
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|
2017
Q2 | $21.1M | Buy |
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|
2017
Q1 | $18.2M | Buy |
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|
2016
Q4 | $14.4M | Buy |
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|
2016
Q3 | $737K | Buy |
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|
2016
Q2 | $425K | Sell |
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|
2016
Q1 | $8.35M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $14.8M | Sell |
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|
2014
Q3 | $19.8M | Hold |
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|
2014
Q2 | $21.3M | Sell |
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|
2014
Q1 | $20M | Buy |
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|
2013
Q4 | $17.7M | Sell |
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|
2013
Q3 | $21.8M | Buy |
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|
2013
Q2 | $4.71M | Buy |
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