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

$3.37 Billion
Q2 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

931

Shares Held

84M

Call Options Held

1.22M

Put Options Held

856K

View Full List

About J M SMUCKER Co

Ticker SJM
Exchange NYSE
Sector Consumer Defensive
Industry Packaged Foods
Shares Outstandng 106,557,000
Market Cap $12.9B
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...

More about SJM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Account