Cannell & Spears’s ScottsMiracle-Gro SMG Stock Holding History

Cannell & Spears’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 Q3	–	Sell	-6,485	Closed	-$407K	–	222
2023 Q2	$407K	Sell	6,485 -1,317	-17%	-$88.3K	0.03%	155
2023 Q1	$544K	Sell	7,802 -2,004	-20%	-$144K	0.05%	130
2022 Q4	$476K	Buy	+9,806	New	+$491K	0.05%	137
2021 Q4	–	Sell	-1,973	Closed	-$289K	–	249
2021 Q3	$289K	Buy	+1,973	New	+$323K	0.02%	195

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

Cannell & Spears's SMG Position: Q3 2023 in Review

Cannell & Spears sold out of ScottsMiracle-Gro (SMG) in Q3 2023, closing a stake of 6,485 shares — an estimated $407K sold.

Cannell & Spears first reported a position in SMG in Q3 2021 and held it in 4 quarters. The position peaked at $544K in Q1 2023. 402 funds tracked by Wall St. Rank hold SMG as of Q3 2023.

Cannell & Spears reported no remaining ScottsMiracle-Gro position as of Q3 2023 after selling out during the quarter.
Cannell & Spears sold 6,485 ScottsMiracle-Gro shares in Q3 2023, an estimated $407K.
Cannell & Spears first reported a position in ScottsMiracle-Gro in Q3 2021 and held it in 4 quarters.
Cannell & Spears's ScottsMiracle-Gro position peaked at $544K in Q1 2023.
402 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2023.

Based on Cannell & Spears's 13F filing for Q3 2023, filed 21 Nov 2023.