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Boston Financial Management’s ScottsMiracle-Gro SMG Stock Holding History

Boston Financial 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
2022
Q3 		– Sell
-4,548
Closed -$359K – 310
2022
Q2 		$359K Sell
4,548
-84,516
-95% -$8.35M 0.02% 234
2022
Q1 		$11M Buy
89,064
+307
+0.3% +$43K 0.42% 63
2021
Q4 		$14.3M Buy
88,757
+730
+0.8% +$113K 0.52% 57
2021
Q3 		$12.9M Buy
88,027
+7,154
+9% +$1.17M 0.52% 56
2021
Q2 		$15.5M Buy
80,873
+5,786
+8% +$1.28M 0.63% 48
2021
Q1 		$18.4M Buy
75,087
+533
+0.7% +$121K 0.81% 40
2020
Q4 		$14.8M Sell
74,554
-870
-1% -$149K 0.67% 44
2020
Q3 		$11.5M Buy
75,424
+1,135
+2% +$175K 0.56% 50
2020
Q2 		$9.99M Buy
74,289
+3,957
+6% +$511K 0.54% 52
2020
Q1 		$7.2M Buy
70,332
+888
+1% +$97.7K 0.46% 58
2019
Q4 		$7.37M Buy
69,444
+1,117
+2% +$114K 0.4% 69
2019
Q3 		$6.96M Buy
68,327
+2,645
+4% +$277K 0.4% 71
2019
Q2 		$6.47M Buy
65,682
+4,619
+8% +$411K 0.37% 74
2019
Q1 		$4.8M Buy
61,063
+7,542
+14% +$568K 0.29% 87
2018
Q4 		$3.29M Sell
53,521
-33,229
-38% -$2.36M 0.23% 96
2018
Q3 		$6.83M Buy
86,750
+19,723
+29% +$1.55M 0.4% 82
2018
Q2 		$5.57M Buy
67,027
+1,035
+2% +$86.6K 0.38% 84
2018
Q1 		$5.66M Buy
65,992
+3,592
+6% +$342K 0.39% 86
2017
Q4 		$6.68M Buy
62,400
+1,737
+3% +$174K 0.45% 77
2017
Q3 		$5.91M Buy
60,663
+6,813
+13% +$646K 0.42% 82
2017
Q2 		$4.82M Buy
53,850
+6,954
+15% +$627K 0.35% 100
2017
Q1 		$4.38M Buy
46,896
+7,242
+18% +$671K 0.33% 105
2016
Q4 		$3.79M Buy
39,654
+30,512
+334% +$2.74M 0.3% 110
2016
Q3 		$761K Buy
+9,142
New +$721K 0.06% 186

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Boston Financial Management's SMG Position: Q3 2022 in Review

Boston Financial Management sold out of ScottsMiracle-Gro (SMG) in Q3 2022, closing a stake of 4,548 shares — an estimated $359K sold.

Boston Financial Management first reported a position in SMG in Q3 2016 and held it in 24 quarters. The position peaked at $18.4M in Q1 2021. 415 funds tracked by Wall St. Rank hold SMG as of Q3 2022.

  • Boston Financial Management reported no remaining ScottsMiracle-Gro position as of Q3 2022 after selling out during the quarter.
  • Boston Financial Management sold 4,548 ScottsMiracle-Gro shares in Q3 2022, an estimated $359K.
  • Boston Financial Management first reported a position in ScottsMiracle-Gro in Q3 2016 and held it in 24 quarters.
  • Boston Financial Management's ScottsMiracle-Gro position peaked at $18.4M in Q1 2021.
  • 415 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2022.

Based on Boston Financial Management's 13F filing for Q3 2022, filed 10 Nov 2022.