Private Capital SJM Holdings History

Number of Shares
8,300.00
Current Holdings Value*
$982,800.00
% of Portfolio
0.11%
Total Estimate Gain
$-64,313.08
% of Total Estimate Gain
-6.93%

Private Capital's JM Smucker Co Holding Summary

As of 2025-03-31, Private Capital Management held 8,300.00 shares of JM Smucker Co(SJM), totaling $982,800.00. This investment constitutes 0.11% of their stock portfolio, and Private Capital Management now holds 0.01% of the outstanding JM Smucker Co(SJM) stock.

The initial trade took place in 2024Q2. And since then Private Capital has made 4 purchases of SJM, at an average price of $111.83, for a total of 8,300.00 shares. Based on historical transaction data and SJM's current price of $104.08, Private Capital's estimated gain on his SJM holdings is $-64,313.08, reflecting a -6.93% gain to date.

Private Capital SJM ($104.08) Holding Chart

Private Capital SJM ($104.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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