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Advisory Research’s ScottsMiracle-Gro SMG Stock Holding History

Advisory Research’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
2020
Q4 		– Sell
-54,316
Closed -$8.3M – 346
2020
Q3 		$8.3M Sell
54,316
-8,028
-13% -$1.24M 0.81% 40
2020
Q2 		$8.38M Sell
62,344
-1,930
-3% -$249K 0.75% 44
2020
Q1 		$6.58M Buy
+64,274
New +$7.07M 0.46% 63

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Advisory Research's SMG Position: Q4 2020 in Review

Advisory Research sold out of ScottsMiracle-Gro (SMG) in Q4 2020, closing a stake of 54,316 shares — an estimated $8.3M sold.

Advisory Research first reported a position in SMG in Q1 2020 and held it in 3 quarters. The position peaked at $8.38M in Q2 2020. 501 funds tracked by Wall St. Rank hold SMG as of Q4 2020.

  • Advisory Research reported no remaining ScottsMiracle-Gro position as of Q4 2020 after selling out during the quarter.
  • Advisory Research sold 54,316 ScottsMiracle-Gro shares in Q4 2020, an estimated $8.3M.
  • Advisory Research first reported a position in ScottsMiracle-Gro in Q1 2020 and held it in 3 quarters.
  • Advisory Research's ScottsMiracle-Gro position peaked at $8.38M in Q2 2020.
  • 501 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2020.

Based on Advisory Research's 13F filing for Q4 2020, filed 12 Feb 2021.