Winton Group’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 | $920K | Buy |
+9,368
| New | +$920K | 0.05% | 456 |
|
2023
Q2 | – | Sell |
-25,528
| Closed | -$4.02M | – | 1078 |
|
2023
Q1 | $4.02M | Sell |
25,528
-808
| -3% | -$127K | 0.25% | 63 |
|
2022
Q4 | $4.17M | Buy |
26,336
+14,504
| +123% | +$2.3M | 0.27% | 50 |
|
2022
Q3 | $1.63M | Sell |
11,832
-22,362
| -65% | -$3.07M | 0.11% | 260 |
|
2022
Q2 | $4.38M | Buy |
34,194
+28,776
| +531% | +$3.68M | 0.23% | 84 |
|
2022
Q1 | $734K | Buy |
5,418
+476
| +10% | +$64.5K | 0.04% | 568 |
|
2021
Q4 | $671K | Buy |
+4,942
| New | +$671K | 0.04% | 591 |
|
2021
Q3 | – | Sell |
-8,635
| Closed | -$1.12M | – | 1469 |
|
2021
Q2 | $1.12M | Buy |
+8,635
| New | +$1.12M | 0.06% | 467 |
|
2020
Q4 | – | Sell |
-16,612
| Closed | -$1.92M | – | 1491 |
|
2020
Q3 | $1.92M | Sell |
16,612
-19,409
| -54% | -$2.24M | 0.06% | 544 |
|
2020
Q2 | $3.81M | Buy |
36,021
+32,936
| +1,068% | +$3.48M | 0.1% | 335 |
|
2020
Q1 | $342K | Buy |
+3,085
| New | +$342K | 0.01% | 1137 |
|
2019
Q4 | – | Sell |
-3,106
| Closed | -$342K | – | 1748 |
|
2019
Q3 | $342K | Sell |
3,106
-922
| -23% | -$102K | ﹤0.01% | 1230 |
|
2019
Q2 | $464K | Buy |
+4,028
| New | +$464K | 0.01% | 704 |
|
2018
Q4 | – | Sell |
-2,724
| Closed | -$280K | – | 1019 |
|
2018
Q3 | $280K | Buy |
2,724
+548
| +25% | +$56.3K | 0.01% | 842 |
|
2018
Q2 | $234K | Sell |
2,176
-606
| -22% | -$65.2K | 0.01% | 922 |
|
2018
Q1 | $345K | Sell |
2,782
-1,833
| -40% | -$227K | 0.01% | 922 |
|
2017
Q4 | $573K | Sell |
4,615
-6,566
| -59% | -$815K | 0.02% | 463 |
|
2017
Q3 | $1.17M | Buy |
11,181
+4,286
| +62% | +$450K | 0.04% | 388 |
|
2017
Q2 | $816K | Sell |
6,895
-14,492
| -68% | -$1.72M | 0.02% | 411 |
|
2017
Q1 | $2.8M | Buy |
21,387
+2,975
| +16% | +$390K | 0.08% | 244 |
|
2016
Q4 | $2.36M | Sell |
18,412
-9,881
| -35% | -$1.27M | 0.08% | 226 |
|
2016
Q3 | $3.84M | Buy |
+28,293
| New | +$3.84M | 0.07% | 252 |
|
2016
Q1 | – | Sell |
-33,470
| Closed | -$4.13M | – | 342 |
|
2015
Q4 | $4.13M | Sell |
33,470
-144,001
| -81% | -$17.8M | 0.04% | 282 |
|
2015
Q3 | $20.2M | Buy |
+177,471
| New | +$20.2M | 0.16% | 229 |
|
2015
Q2 | – | Sell |
-108,904
| Closed | -$12.6M | – | 403 |
|
2015
Q1 | $12.6M | Buy |
108,904
+32,548
| +43% | +$3.77M | 0.1% | 272 |
|
2014
Q4 | $7.71M | Sell |
76,356
-2,794
| -4% | -$282K | 0.1% | 285 |
|
2014
Q3 | $7.84M | Sell |
79,150
-209,443
| -73% | -$20.7M | 0.06% | 342 |
|
2014
Q2 | $30.8M | Buy |
+288,593
| New | +$30.8M | 0.21% | 206 |
|