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Broadview Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Broadview 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
2019
Q2 		$2.21M Sell
22,447
-102,150
-82% -$9.09M 0.68% 51
2019
Q1 		$9.79M Buy
124,597
+3,925
+3% +$296K 2.67% 3
2018
Q4 		$7.42M Buy
120,672
+22,275
+23% +$1.58M 2.14% 16
2018
Q3 		$7.75M Buy
98,397
+39,350
+67% +$3.09M 1.32% 33
2018
Q2 		$4.91M Buy
+59,047
New +$4.94M 0.78% 61

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Broadview Advisors's SMG Position: Q2 2019 in Review

Broadview Advisors reduced its ScottsMiracle-Gro (SMG) stake by 82% in Q2 2019, selling an estimated $9.09M and leaving 22,447 shares worth $2.21M. The position accounts for 0.68% of the portfolio, ranked #51.

Broadview Advisors first reported a position in SMG in Q2 2018 and has held it in 5 quarters since. The position peaked at $9.79M in Q1 2019. 382 funds tracked by Wall St. Rank hold SMG as of Q2 2019.

  • Broadview Advisors held 22,447 shares of ScottsMiracle-Gro worth $2.21M as of Q2 2019.
  • Broadview Advisors sold 102,150 ScottsMiracle-Gro shares in Q2 2019, an estimated $9.09M.
  • ScottsMiracle-Gro made up 0.68% of Broadview Advisors's portfolio in Q2 2019, its #51 holding.
  • Broadview Advisors first reported a position in ScottsMiracle-Gro in Q2 2018 and has held it in 5 quarters since.
  • Broadview Advisors's ScottsMiracle-Gro position peaked at $9.79M in Q1 2019.
  • 382 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.