Zacks Investment Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-14,748
| Closed | -$1.77M | – | 671 |
|
2021
Q3 | $1.77M | Buy |
14,748
+474
| +3% | +$56.9K | 0.03% | 304 |
|
2021
Q2 | $1.85M | Buy |
14,274
+1,180
| +9% | +$153K | 0.03% | 300 |
|
2021
Q1 | $1.66M | Buy |
+13,094
| New | +$1.66M | 0.03% | 310 |
|
2018
Q2 | – | Sell |
-3,757
| Closed | -$466K | – | 600 |
|
2018
Q1 | $466K | Buy |
+3,757
| New | +$466K | 0.01% | 461 |
|
2016
Q4 | – | Sell |
-13,207
| Closed | -$1.79M | – | 721 |
|
2016
Q3 | $1.79M | Buy |
13,207
+5,539
| +72% | +$751K | 0.05% | 228 |
|
2016
Q2 | $1.17M | Buy |
+7,668
| New | +$1.17M | 0.04% | 292 |
|
2014
Q1 | – | Sell |
-4,022
| Closed | -$417K | – | 772 |
|
2013
Q4 | $417K | Buy |
+4,022
| New | +$417K | 0.02% | 464 |
|