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Caldwell Sutter Capital’s ScottsMiracle-Gro SMG Stock Holding History

Caldwell Sutter Capital’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
-12
Closed -$765 – 969
2023
Q4 		$765 Hold
12
– – ﹤0.01% 855
2023
Q3 		$620 Hold
12
– – ﹤0.01% 826
2023
Q2 		$752 Hold
12
– – ﹤0.01% 810
2023
Q1 		$837 Buy
+12
New +$863 ﹤0.01% 535

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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

Caldwell Sutter Capital's SMG Position: Q1 2024 in Review

Caldwell Sutter Capital sold out of ScottsMiracle-Gro (SMG) in Q1 2024, closing a stake of 12 shares — an estimated $765 sold.

Caldwell Sutter Capital first reported a position in SMG in Q1 2023 and held it in 4 quarters. The position peaked at $837 in Q1 2023. 430 funds tracked by Wall St. Rank hold SMG as of Q1 2024.

  • Caldwell Sutter Capital reported no remaining ScottsMiracle-Gro position as of Q1 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 12 ScottsMiracle-Gro shares in Q1 2024, an estimated $765.
  • Caldwell Sutter Capital first reported a position in ScottsMiracle-Gro in Q1 2023 and held it in 4 quarters.
  • Caldwell Sutter Capital's ScottsMiracle-Gro position peaked at $837 in Q1 2023.
  • 430 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2024.

Based on Caldwell Sutter Capital's 13F filing for Q1 2024, filed 19 Apr 2024.