Aevitas Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Aevitas Wealth Management’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
2022 Q4	–	Sell	-5,021	Closed	-$215K	–	115
2022 Q3	$215K	Buy	5,021 +33	+0.7%	+$2.37K	0.16%	107
2022 Q2	$394K	Buy	4,988 +233	+5%	+$23K	0.27%	80
2022 Q1	$585K	Sell	4,755 -580	-11%	-$81.2K	0.36%	68
2021 Q4	$859K	Buy	5,335 +13	+0.2%	+$2.01K	0.51%	57
2021 Q3	$779K	Buy	5,322 +13	+0.2%	+$2.13K	0.5%	54
2021 Q2	$1.02M	Buy	5,309 +10	+0.2%	+$2.21K	0.65%	44
2021 Q1	$1.3M	Sell	5,299 -91	-2%	-$20.6K	0.91%	34
2020 Q4	$1.07M	Sell	5,390 -289	-5%	-$49.5K	0.79%	35
2020 Q3	$868K	Sell	5,679 -6	-0.1%	-$927	0.71%	39
2020 Q2	$765K	Buy	5,685 +11	+0.2%	+$1.42K	0.71%	37
2020 Q1	$581K	Buy	5,674 +13	+0.2%	+$1.43K	0.65%	45
2019 Q4	$601K	Buy	5,661 +15	+0.3%	+$1.53K	0.56%	53
2019 Q3	$575K	Buy	5,646 +13	+0.2%	+$1.36K	0.58%	52
2019 Q2	$555K	Sell	5,633 -785	-12%	-$69.8K	0.56%	56
2019 Q1	$504K	Buy	+6,418	New	+$484K	0.45%	63

Other funds holding SMG

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aevitas Wealth Management's SMG Position: Q4 2022 in Review

Aevitas Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q4 2022, closing a stake of 5,021 shares — an estimated $215K sold.

Aevitas Wealth Management first reported a position in SMG in Q1 2019 and held it in 15 quarters. The position peaked at $1.3M in Q1 2021. 426 funds tracked by Wall St. Rank hold SMG as of Q4 2022.

Aevitas Wealth Management reported no remaining ScottsMiracle-Gro position as of Q4 2022 after selling out during the quarter.
Aevitas Wealth Management sold 5,021 ScottsMiracle-Gro shares in Q4 2022, an estimated $215K.
Aevitas Wealth Management first reported a position in ScottsMiracle-Gro in Q1 2019 and held it in 15 quarters.
Aevitas Wealth Management's ScottsMiracle-Gro position peaked at $1.3M in Q1 2021.
426 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.