Berman Capital Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Berman Capital Advisors’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
2021 Q3	$10K	Sell	71 -93	-57%	-$15.2K	﹤0.01%	1197
2021 Q2	$31K	Buy	164 +91	+125%	+$20.1K	﹤0.01%	759
2021 Q1	$18K	Sell	73 -72	-50%	-$16.3K	﹤0.01%	827
2020 Q4	$28K	Buy	145 +68	+88%	+$11.7K	0.01%	576
2020 Q3	$11K	Buy	77 +2	+3%	+$309	﹤0.01%	767
2020 Q2	$10K	Sell	75 -19	-20%	-$2.45K	﹤0.01%	771
2020 Q1	$9K	Buy	94 +14	+18%	+$1.54K	﹤0.01%	704
2019 Q4	$8K	Buy	80 +1	+1%	+$102	﹤0.01%	839
2019 Q3	$8K	Sell	79 -4	-5%	-$419	﹤0.01%	795
2019 Q2	$8K	Buy	+83	New	+$7.38K	﹤0.01%	823

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Berman Capital Advisors's SMG Position: Q3 2021 in Review

Berman Capital Advisors reduced its ScottsMiracle-Gro (SMG) stake by 57% in Q3 2021, selling an estimated $15.2K and leaving 71 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Berman Capital Advisors first reported a position in SMG in Q2 2019 and has held it in 10 quarters since. The position peaked at $31K in Q2 2021. 505 funds tracked by Wall St. Rank hold SMG as of Q3 2021.

Berman Capital Advisors held 71 shares of ScottsMiracle-Gro worth $10K as of Q3 2021.
Berman Capital Advisors sold 93 ScottsMiracle-Gro shares in Q3 2021, an estimated $15.2K.
ScottsMiracle-Gro made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1197 holding.
Berman Capital Advisors first reported a position in ScottsMiracle-Gro in Q2 2019 and has held it in 10 quarters since.
Berman Capital Advisors's ScottsMiracle-Gro position peaked at $31K in Q2 2021.
505 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.