A detailed history of Heron Financial Group, LLC transactions in J M Smucker CO stock. As of the latest transaction made, Heron Financial Group, LLC holds 5,716 shares of SJM stock, worth $632,475. This represents 0.46% of its overall portfolio holdings.

Number of Shares
5,716
Previous 5,646 1.24%
Holding current value
$632,475
Previous $888,000 4.95%
% of portfolio
0.46%
Previous 0.49%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

BUY
$144.9 - $158.71 $10,143 - $11,109
70 Added 1.24%
5,716 $844,000
Q1 2023

Apr 19, 2023

BUY
$145.25 - $162.58 $41,251 - $46,172
284 Added 5.3%
5,646 $888,000
Q4 2022

Feb 14, 2023

BUY
$137.59 - $159.85 $2,751 - $3,197
20 Added 0.37%
5,362 $849,000
Q3 2022

Oct 27, 2022

BUY
$128.74 - $144.13 $3,862 - $4,323
30 Added 0.56%
5,342 $734,000
Q2 2022

Jul 29, 2022

BUY
$122.22 - $145.01 $13,077 - $15,516
107 Added 2.06%
5,312 $680,000
Q1 2022

May 12, 2022

BUY
$126.32 - $145.35 $21,348 - $24,564
169 Added 3.36%
5,205 $705,000
Q4 2021

Feb 04, 2022

BUY
$119.69 - $138.91 $17,714 - $20,558
148 Added 3.03%
5,036 $697,000
Q3 2021

Nov 04, 2021

BUY
$119.11 - $135.61 $15,484 - $17,629
130 Added 2.73%
4,888 $587,000
Q2 2021

Aug 16, 2021

BUY
$126.25 - $139.82 $119,053 - $131,850
943 Added 24.72%
4,758 $616,000
Q1 2021

Apr 14, 2021

BUY
$111.23 - $131.05 $22,802 - $26,865
205 Added 5.68%
3,815 $482,000
Q4 2020

Feb 16, 2021

SELL
$111.24 - $120.11 $20,579 - $22,220
-185 Reduced 4.87%
3,610 $422,000
Q3 2020

Oct 15, 2020

BUY
$103.39 - $121.73 $180,105 - $212,053
1,742 Added 84.85%
3,795 $445,000
Q2 2020

Jul 20, 2020

BUY
$103.01 - $121.62 $211,479 - $249,685
2,053 New
2,053 $216,000

Others Institutions Holding SJM

About J M SMUCKER Co


  • Ticker SJM
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Packaged Foods
  • Shares Outstandng 106,557,000
  • Market Cap $11.8B
  • 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
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