Whittier Trust’s J.M. Smucker SJM Stock Holding History

Whittier Trust’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$70.4K	Sell	717 -1	-0.1%	-$98	﹤0.01%	874
2025 Q1	$85K	Sell	718 -199	-22%	-$23.6K	﹤0.01%	813
2024 Q4	$101K	Hold	917	–	–	﹤0.01%	792
2024 Q3	$111K	Sell	917 -50	-5%	-$6.06K	﹤0.01%	767
2024 Q2	$105K	Hold	967	–	–	﹤0.01%	760
2024 Q1	$122K	Hold	967	–	–	﹤0.01%	752
2023 Q4	$122K	Sell	967 -328	-25%	-$41.5K	﹤0.01%	730
2023 Q3	$159K	Buy	1,295 +10	+0.8%	+$1.23K	﹤0.01%	666
2023 Q2	$190K	Hold	1,285	–	–	﹤0.01%	639
2023 Q1	$202K	Sell	1,285 -864	-40%	-$136K	﹤0.01%	659
2022 Q4	$341K	Buy	2,149 +838	+64%	+$133K	0.01%	532
2022 Q3	$180K	Hold	1,311	–	–	﹤0.01%	661
2022 Q2	$168K	Buy	1,311 +10	+0.8%	+$1.28K	﹤0.01%	685
2022 Q1	$176K	Buy	1,301 +8	+0.6%	+$1.08K	﹤0.01%	699
2021 Q4	$175K	Hold	1,293	–	–	﹤0.01%	697
2021 Q3	$155K	Hold	1,293	–	–	﹤0.01%	689
2021 Q2	$167K	Hold	1,293	–	–	﹤0.01%	687
2021 Q1	$164K	Sell	1,293 -116	-8%	-$14.7K	﹤0.01%	675
2020 Q4	$163K	Hold	1,409	–	–	﹤0.01%	629
2020 Q3	$163K	Hold	1,409	–	–	﹤0.01%	612
2020 Q2	$149K	Hold	1,409	–	–	﹤0.01%	600
2020 Q1	$156K	Sell	1,409 -26	-2%	-$2.88K	0.01%	570
2019 Q4	$150K	Buy	1,435 +265	+23%	+$27.7K	﹤0.01%	613
2019 Q3	$129K	Hold	1,170	–	–	﹤0.01%	630
2019 Q2	$135K	Hold	1,170	–	–	﹤0.01%	603
2019 Q1	$136K	Buy	1,170 +15	+1%	+$1.74K	﹤0.01%	597
2018 Q4	$108K	Hold	1,155	–	–	﹤0.01%	623
2018 Q3	$118K	Sell	1,155 -1	-0.1%	-$102	﹤0.01%	609
2018 Q2	$124K	Hold	1,156	–	–	﹤0.01%	589
2018 Q1	$144K	Buy	1,156 +505	+78%	+$62.9K	﹤0.01%	567
2017 Q4	$81K	Hold	651	–	–	﹤0.01%	660
2017 Q3	$68K	Hold	651	–	–	﹤0.01%	678
2017 Q2	$77K	Hold	651	–	–	﹤0.01%	623
2017 Q1	$85K	Hold	651	–	–	﹤0.01%	619
2016 Q4	$84K	Buy	651 +1	+0.2%	+$129	﹤0.01%	621
2016 Q3	$88K	Hold	650	–	–	﹤0.01%	601
2016 Q2	$99K	Hold	650	–	–	﹤0.01%	588
2016 Q1	$84K	Hold	650	–	–	﹤0.01%	623
2015 Q4	$81K	Hold	650	–	–	﹤0.01%	629
2015 Q3	$74K	Hold	650	–	–	﹤0.01%	638
2015 Q2	$71K	Buy	650 +200	+44%	+$21.8K	﹤0.01%	674
2015 Q1	$52K	Hold	450	–	–	﹤0.01%	713
2014 Q4	$45K	Hold	450	–	–	﹤0.01%	670
2014 Q3	$45K	Hold	450	–	–	﹤0.01%	666
2014 Q2	$48K	Hold	450	–	–	﹤0.01%	657
2014 Q1	$44K	Hold	450	–	–	﹤0.01%	678
2013 Q4	$47K	Sell	450 -102	-18%	-$10.7K	﹤0.01%	683
2013 Q3	$58K	Hold	552	–	–	﹤0.01%	639
2013 Q2	$57K	Buy	+552	New	+$57K	﹤0.01%	631