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

Atticus 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
2023
Q3 		– Sell
-22
Closed -$1.38K – 608
2023
Q2 		$1.38K Buy
+22
New +$1.48K ﹤0.01% 518
2021
Q2 		– Sell
-294
Closed -$72K – 394
2021
Q1 		$72K Buy
+294
New +$66.6K 0.03% 177

Other funds holding SMG

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Atticus Wealth Management's SMG Position: Q3 2023 in Review

Atticus Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q3 2023, closing a stake of 22 shares — an estimated $1.38K sold.

Atticus Wealth Management first reported a position in SMG in Q1 2021 and held it in 2 quarters. The position peaked at $72K in Q1 2021. 402 funds tracked by Wall St. Rank hold SMG as of Q3 2023.

  • Atticus Wealth Management reported no remaining ScottsMiracle-Gro position as of Q3 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 22 ScottsMiracle-Gro shares in Q3 2023, an estimated $1.38K.
  • Atticus Wealth Management first reported a position in ScottsMiracle-Gro in Q1 2021 and held it in 2 quarters.
  • Atticus Wealth Management's ScottsMiracle-Gro position peaked at $72K in Q1 2021.
  • 402 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2023.

Based on Atticus Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.