J.M. Smucker Co (SJM)

Sector:Consumer Staples
Super Investor Stats:
Ownership count:1
Ownership rank:687
% of all portfolios:0.013%
History Portfolio Manager Activity Share change % change to portfolio
Q4  2023
Lee Ainslie - Maverick Capital Sell 100.00% 10,549 0.03
Q3  2023
Lee Ainslie - Maverick Capital Reduce 39.15% 6,788 0.02
Q2  2023
Lee Ainslie - Maverick Capital Buy 17,337 0.05
John Rogers - Ariel Appreciation Fund Reduce 15.47% 16,233 0.22
Q1  2023
John Rogers - Ariel Appreciation Fund Reduce 5.28% 5,844 0.08
Q3  2022
John Rogers - Ariel Appreciation Fund Reduce 11.80% 14,817 0.20
Charles Bobrinskoy - Ariel Focus Fund Sell 100.00% 10,786 2.31
Q2  2022
Charles Bobrinskoy - Ariel Focus Fund Reduce 21.19% 2,900 0.62
John Rogers - Ariel Appreciation Fund Reduce 22.75% 36,996 0.44
Q1  2022
John Rogers - Ariel Appreciation Fund Reduce 36.31% 92,681 1.00
Charles Bobrinskoy - Ariel Focus Fund Reduce 44.24% 10,857 2.07
Q4  2021
Charles Bobrinskoy - Ariel Focus Fund Add 8.76% 1,976 0.38
Lee Ainslie - Maverick Capital Sell 100.00% 13,078 0.02
Q3  2021
Lee Ainslie - Maverick Capital Buy 13,078 0.02
Charles Bobrinskoy - Ariel Focus Fund Reduce 2.31% 533 0.11
Q2  2021
Charles Bobrinskoy - Ariel Focus Fund Add 4.52% 1,000 0.20
Q1  2021
Charles Bobrinskoy - Ariel Focus Fund Add 106.54% 11,400 2.37
Q4  2020
John Rogers - Ariel Appreciation Fund Reduce 7.97% 22,100 0.22
Q3  2020
Charles Bobrinskoy - Ariel Focus Fund Reduce 5.31% 600 0.16
John Rogers - Ariel Appreciation Fund Reduce 6.69% 19,900 0.24
Q2  2020
Charles Bobrinskoy - Ariel Focus Fund Reduce 7.38% 900 0.21
Q1  2020
Charles Bobrinskoy - Ariel Focus Fund Reduce 16.44% 2,400 0.67
John Rogers - Ariel Appreciation Fund Reduce 32.45% 142,800 1.87
Alex Roepers - Atlantic Investment Management Sell 100.00% 11,000 0.34
Q4  2019
Charles Bobrinskoy - Ariel Focus Fund Add 3.55% 500 0.09
Alex Roepers - Atlantic Investment Management Buy 11,000 0.34
John Rogers - Ariel Appreciation Fund Reduce 3.10% 14,100 0.11
Lee Ainslie - Maverick Capital Sell 100.00% 36,939 0.06
Q3  2019
Lee Ainslie - Maverick Capital Reduce 46.11% 31,611 0.05
Q2  2019
Lee Ainslie - Maverick Capital Reduce 3.55% 2,520 0.00
John Rogers - Ariel Appreciation Fund Reduce 10.75% 54,700 0.47
Robert Olstein - Olstein Capital Management Sell 100.00% 22,000 0.42
Q1  2019
Lee Ainslie - Maverick Capital Add 109.34% 37,120 0.06
Robert Olstein - Olstein Capital Management Reduce 50.00% 22,000 0.42
Hillman Value Fund Sell 100.00% 10,700 3.45
Q4  2018
Lee Ainslie - Maverick Capital Buy 33,950 0.05
Charles Bobrinskoy - Ariel Focus Fund Reduce 7.84% 1,200 0.24
John Rogers - Ariel Appreciation Fund Reduce 15.91% 96,300 0.74
Q3  2018
Robert Olstein - Olstein Capital Management Reduce 8.33% 4,000 0.05
Q2  2018
Robert Olstein - Olstein Capital Management Add 14.29% 6,000 0.09
Q1  2018
Charles Bobrinskoy - Ariel Focus Fund Add 17.69% 2,300 0.51
Robert Olstein - Olstein Capital Management Reduce 27.59% 16,000 0.25
Q4  2017
Hillman Value Fund Add 1428.57% 10,000 4.79
Charles Bobrinskoy - Ariel Focus Fund Add 109.68% 6,800 1.50
John Rogers - Ariel Appreciation Fund Add 5.51% 31,600 0.24
Robert Olstein - Olstein Capital Management Reduce 32.56% 28,000 0.44
Q3  2017
Robert Olstein - Olstein Capital Management Add 96.80% 42,300 0.57
John Rogers - Ariel Appreciation Fund Add 34.15% 146,000 0.91
Charles Bobrinskoy - Ariel Focus Fund Buy 6,200 1.19
Hillman Value Fund Buy 700 0.23
Q2  2017
Robert Olstein - Olstein Capital Management Add 19.07% 7,000 0.11
Q1  2017
Robert Olstein - Olstein Capital Management Add 26.55% 7,700 0.13
Q4  2016
Robert Olstein - Olstein Capital Management Buy 29,000 0.48
Q2  2016
John Rogers - Ariel Appreciation Fund Reduce 4.79% 21,500 0.20
Daniel Loeb - Third Point Sell 100.00% 775,000 0.94
Q1  2016
John Rogers - Ariel Appreciation Fund Reduce 26.69% 163,500 1.24
Daniel Loeb - Third Point Reduce 53.03% 875,000 1.06
Q4  2015
Daniel Loeb - Third Point Add 26.92% 350,000 0.44
John Rogers - Ariel Appreciation Fund Reduce 7.50% 49,700 0.35
Q3  2015
Daniel Loeb - Third Point Reduce 10.34% 150,000 0.17
Q2  2015
Daniel Loeb - Third Point Add 26.09% 300,000 0.32
Q1  2015
Daniel Loeb - Third Point Buy 1,150,000 1.33
Q3  2014
John Rogers - Ariel Appreciation Fund Add 8.70% 53,000 0.28
Q1  2014
John Rogers - Ariel Appreciation Fund Add 102.37% 308,200 1.51
Q4  2013
John Rogers - Ariel Appreciation Fund Add 37.18% 81,600 0.43
Q3  2013
Robert Olstein - Olstein Capital Management Sell 100.00% 7,000 0.13
Q2  2013
Thomas Russo - Gardner Russo & Quinn Sell 100.00% 6 0.00
Q1  2013
Robert Olstein - Olstein Capital Management Buy 7,000 0.13
Thomas Russo - Gardner Russo & Quinn Reduce 98.81% 500 0.00
Q4  2012
John Rogers - Ariel Appreciation Fund Reduce 14.92% 38,500 0.26
Q3  2012
John Rogers - Ariel Appreciation Fund Reduce 28.28% 101,700 0.68
Q2  2012
John Rogers - Ariel Appreciation Fund Reduce 6.50% 25,000 0.15
Q4  2011
John Rogers - Ariel Appreciation Fund Reduce 10.64% 45,800 0.29
Q3  2011
Thomas Russo - Gardner Russo & Quinn Buy 506 0.00
John Rogers - Ariel Appreciation Fund Reduce 11.16% 54,100 0.35
Q2  2011
John Rogers - Ariel Appreciation Fund Reduce 9.62% 51,600 0.26
Q1  2011
John Rogers - Ariel Appreciation Fund Add 28.74% 119,700 0.56
Q3  2010
John Rogers - Ariel Appreciation Fund Reduce 21.81% 116,200 0.53
Q1  2010
John Rogers - Ariel Appreciation Fund Add 11.77% 56,100 0.22
Q4  2009
John Rogers - Ariel Appreciation Fund Add 47.51% 153,500 0.68
Q3  2009
John Rogers - Ariel Appreciation Fund Add 43.22% 97,500 0.42
Q2  2009
John Rogers - Ariel Appreciation Fund Buy 225,575 1.17

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.