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

Avitas 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
2024
Q4 		$1.45M Buy
21,784
+126
+0.6% +$9.96K 0.2% 110
2024
Q3 		$1.88M Buy
21,658
+296
+1% +$20.8K 0.26% 100
2024
Q2 		$1.39M Buy
21,362
+25
+0.1% +$1.71K 0.2% 114
2024
Q1 		$1.59M Buy
21,337
+240
+1% +$14.9K 0.24% 111
2023
Q4 		$1.34M Buy
21,097
+596
+3% +$32.2K 0.22% 112
2023
Q3 		$1.06M Buy
20,501
+5,357
+35% +$310K 0.2% 121
2023
Q2 		$949K Buy
15,144
+128
+0.9% +$8.58K 0.17% 128
2023
Q1 		$1.05M Sell
15,016
-7,538
-33% -$542K 0.21% 127
2022
Q4 		$1.1M Buy
+22,554
New +$1.13M 0.23% 110
2022
Q1 		– Sell
-23,172
Closed -$3.73M – 216
2021
Q4 		$3.73M Sell
23,172
-7,913
-25% -$1.22M 0.63% 62
2021
Q3 		$4.55M Buy
31,085
+11,954
+62% +$1.96M 0.83% 43
2021
Q2 		$3.67M Sell
19,131
-353
-2% -$77.9K 0.65% 57
2021
Q1 		$4.77M Buy
19,484
+367
+2% +$83.1K 0.93% 28
2020
Q4 		$3.81M Buy
19,117
+372
+2% +$63.8K 0.77% 34
2020
Q3 		$2.87M Buy
18,745
+163
+0.9% +$25.2K 0.8% 38
2020
Q2 		$2.5M Sell
18,582
-5,210
-22% -$673K 0.83% 38
2020
Q1 		$2.44M Sell
23,792
-7,730
-25% -$850K 1.11% 28
2019
Q4 		$3.35M Buy
31,522
+108
+0.3% +$11K 0.86% 52
2019
Q3 		$3.2M Buy
31,414
+441
+1% +$46.2K 0.88% 44
2019
Q2 		$3.05M Buy
+30,973
New +$2.75M 0.85% 47

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avitas Wealth Management's SMG Position: Q4 2024 in Review

Avitas Wealth Management increased its ScottsMiracle-Gro (SMG) stake by 0.58% in Q4 2024, buying an estimated $9.96K and bringing the position to 21,784 shares worth $1.45M. The position accounts for 0.2% of the portfolio, ranked #110.

Avitas Wealth Management first reported a position in SMG in Q2 2019 and has held it in 20 quarters since. The position peaked at $4.77M in Q1 2021. 446 funds tracked by Wall St. Rank hold SMG as of Q4 2024.

  • Avitas Wealth Management held 21,784 shares of ScottsMiracle-Gro worth $1.45M as of Q4 2024.
  • Avitas Wealth Management bought 126 ScottsMiracle-Gro shares in Q4 2024, an estimated $9.96K.
  • ScottsMiracle-Gro made up 0.2% of Avitas Wealth Management's portfolio in Q4 2024, its #110 holding.
  • Avitas Wealth Management first reported a position in ScottsMiracle-Gro in Q2 2019 and has held it in 20 quarters since.
  • Avitas Wealth Management's ScottsMiracle-Gro position peaked at $4.77M in Q1 2021.
  • 446 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.