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Advisor Group’s ScottsMiracle-Gro SMG Stock Holding History

Advisor Group’s Portfolio SMG Stock Details SMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$853K Buy
8,028
+1,052
+15% +$108K 0.01% 1303
2019
Q3 		$711K Buy
6,976
+845
+14% +$88.5K 0.01% 1361
2019
Q2 		$604K Sell
6,131
-116
-2% -$10.3K ﹤0.01% 1485
2019
Q1 		$493K Sell
6,247
-199
-3% -$15K ﹤0.01% 1602
2018
Q4 		$396K Sell
6,446
-1,599
-20% -$114K ﹤0.01% 1576
2018
Q3 		$634K Buy
8,045
+3,307
+70% +$260K 0.01% 1295
2018
Q2 		$394K Sell
4,738
-5,326
-53% -$446K 0.01% 1490
2018
Q1 		$864K Buy
10,064
+6,562
+187% +$625K 0.01% 961
2017
Q4 		$375K Sell
3,502
-1,459
-29% -$146K 0.01% 1522
2017
Q3 		$482K Buy
4,961
+726
+17% +$68.8K 0.01% 1226
2017
Q2 		$379K Buy
4,235
+1,495
+55% +$135K 0.01% 1330
2017
Q1 		$257K Sell
2,740
-908
-25% -$84.2K 0.01% 1482
2016
Q4 		$348K Buy
3,648
+783
+27% +$70.2K 0.01% 1214
2016
Q3 		$238K Buy
2,865
+650
+29% +$51.3K 0.01% 1410
2016
Q2 		$153K Buy
+2,215
New +$154K ﹤0.01% 1641

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Advisor Group's SMG Position: Q4 2019 in Review

Advisor Group increased its ScottsMiracle-Gro (SMG) stake by 15% in Q4 2019, buying an estimated $108K and bringing the position to 8,028 shares worth $853K. The position accounts for 0.01% of the portfolio, ranked #1303.

Advisor Group first reported a position in SMG in Q2 2016 and has held it in 15 quarters since. The position peaked at $864K in Q1 2018. 430 funds tracked by Wall St. Rank hold SMG as of Q4 2019.

  • Advisor Group held 8,028 shares of ScottsMiracle-Gro worth $853K as of Q4 2019.
  • Advisor Group bought 1,052 ScottsMiracle-Gro shares in Q4 2019, an estimated $108K.
  • ScottsMiracle-Gro made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1303 holding.
  • Advisor Group first reported a position in ScottsMiracle-Gro in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's ScottsMiracle-Gro position peaked at $864K in Q1 2018.
  • 430 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.