Empirical Financial Services, LLC D.B.A. Empirical Wealth Management J M Smucker CO Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.55 Billion
Q3 2024

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 09, 2023	BUY	$145.25 - $162.58 $22,513 - $25,199	155 Added 12.15%	1,431 $225,000
Q4 2022 Feb 07, 2023	SELL	$137.59 - $159.85 $53,384 - $62,021	-388 Reduced 23.32%	1,276 $202,000
Q3 2022 Nov 02, 2022	BUY	$128.74 - $144.13 $214,223 - $239,832	1,664 New	1,664 $229,000
Q2 2022 Aug 02, 2022	SELL	$122.22 - $145.01 $933,394 - $1.11 Million	-7,637 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$126.32 - $145.35 $45,980 - $52,907	-364 Reduced 4.55%	7,637 $1.03 Million
Q4 2021 Feb 14, 2022	SELL	$119.69 - $138.91 $56,254 - $65,287	-470 Reduced 5.55%	8,001 $1.09 Million
Q3 2021 Nov 02, 2021	BUY	$119.11 - $135.61 $124,231 - $141,441	1,043 Added 14.04%	8,471 $1.02 Million
Q2 2021 Aug 12, 2021	BUY	$126.25 - $139.82 $104,156 - $115,351	825 Added 12.49%	7,428 $962,000
Q1 2021 May 17, 2021	SELL	$111.23 - $131.05 $18,797 - $22,147	-169 Reduced 2.5%	6,603 $835,000
Q4 2020 Feb 12, 2021	BUY	$111.24 - $120.11 $380,774 - $411,136	3,423 Added 102.21%	6,772 $783,000
Q3 2020 Nov 12, 2020	SELL	$103.39 - $121.73 $56,761 - $66,829	-549 Reduced 14.08%	3,349 $387,000
Q2 2020 Aug 12, 2020	BUY	$103.01 - $121.62 $31,727 - $37,458	308 Added 8.58%	3,898 $412,000
Q1 2020 May 11, 2020	BUY	$95.79 - $118.86 $343,886 - $426,707	3,590 New	3,590 $398,000

Others Institutions Holding SJM

# of Institutions

938

Shares Held

81.6M

Call Options Held

1.05M

Put Options Held

816K

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About J M SMUCKER Co

Ticker SJM
Exchange NYSE
Sector Consumer Defensive
Industry Packaged Foods
Shares Outstandng 106,557,000
Market Cap $11.4B
Description
The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. It operates in three segments: U.S. Retail Pet Foods, U.S. Retail Coffee, and U.S. Retail Consumer Foods. The company offers mainstream roast, ground, single serve, and premium coffee; peanut butter and specialty spreads; fruit spreads, shortening an...

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