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AXS Investments’s ScottsMiracle-Gro SMG Stock Holding History

AXS Investments’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
Q1 		– Sell
-11,103
Closed -$708K – 408
2023
Q4 		$708K Sell
11,103
-1,926
-15% -$104K 0.17% 192
2023
Q3 		$673K Sell
13,029
-3,984
-23% -$231K 0.17% 187
2023
Q2 		$1.07M Sell
17,013
-292
-2% -$19.6K 0.28% 145
2023
Q1 		$1.21M Buy
+17,305
New +$1.24M 0.4% 82
2022
Q1 		– Sell
-1,800
Closed -$290K – 178
2021
Q4 		$290K Buy
+1,800
New +$278K 0.07% 140

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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

AXS Investments's SMG Position: Q1 2024 in Review

AXS Investments sold out of ScottsMiracle-Gro (SMG) in Q1 2024, closing a stake of 11,103 shares — an estimated $708K sold.

AXS Investments first reported a position in SMG in Q4 2021 and held it in 5 quarters. The position peaked at $1.21M in Q1 2023. 430 funds tracked by Wall St. Rank hold SMG as of Q1 2024.

  • AXS Investments reported no remaining ScottsMiracle-Gro position as of Q1 2024 after selling out during the quarter.
  • AXS Investments sold 11,103 ScottsMiracle-Gro shares in Q1 2024, an estimated $708K.
  • AXS Investments first reported a position in ScottsMiracle-Gro in Q4 2021 and held it in 5 quarters.
  • AXS Investments's ScottsMiracle-Gro position peaked at $1.21M in Q1 2023.
  • 430 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2024.

Based on AXS Investments's 13F filing for Q1 2024, filed 13 May 2024.