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

BerganKDV 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 Q2	–	Sell	-19	Closed	-$1.35K	–	1049
2023 Q1	$1.35K	Buy	19 +6	+46%	+$432	﹤0.01%	875
2022 Q4	$651	Sell	13 -8	-38%	-$401	﹤0.01%	928
2022 Q3	$1K	Sell	21 -3	-13%	-$215	﹤0.01%	925
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	851
2022 Q1	$3K	Hold	24	–	–	﹤0.01%	817
2021 Q4	$4K	Hold	24	–	–	﹤0.01%	831
2021 Q3	$4K	Hold	24	–	–	﹤0.01%	791
2021 Q2	$5K	Hold	24	–	–	﹤0.01%	709
2021 Q1	$6K	Hold	24	–	–	﹤0.01%	651
2020 Q4	$5K	Buy	24 +10	+71%	+$1.71K	﹤0.01%	666
2020 Q3	$2K	Hold	14	–	–	﹤0.01%	728
2020 Q2	$2K	Sell	14 -5	-26%	-$646	﹤0.01%	788
2020 Q1	$2K	Hold	19	–	–	﹤0.01%	754
2019 Q4	$2K	Buy	+19	New	+$1.94K	﹤0.01%	798
2019 Q3	–	Sell	-200	Closed	-$20K	–	749
2019 Q2	$20K	Hold	200	–	–	﹤0.01%	428
2019 Q1	$16K	Buy	+200	New	+$15.1K	﹤0.01%	460

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

BerganKDV Wealth Management's SMG Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q2 2023, closing a stake of 19 shares — an estimated $1.35K sold.

BerganKDV Wealth Management first reported a position in SMG in Q1 2019 and held it in 16 quarters. The position peaked at $20K in Q2 2019. 431 funds tracked by Wall St. Rank hold SMG as of Q2 2023.

BerganKDV Wealth Management reported no remaining ScottsMiracle-Gro position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 19 ScottsMiracle-Gro shares in Q2 2023, an estimated $1.35K.
BerganKDV Wealth Management first reported a position in ScottsMiracle-Gro in Q1 2019 and held it in 16 quarters.
BerganKDV Wealth Management's ScottsMiracle-Gro position peaked at $20K in Q2 2019.
431 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.