Carroll Financial Associates’s ScottsMiracle-Gro SMG Stock Holding History

Carroll Financial Associates’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 Q4	$15K	Hold	98	–	–	﹤0.01%	1061
2021 Q3	$14K	Hold	98	–	–	﹤0.01%	1102
2021 Q2	$18K	Hold	98	–	–	﹤0.01%	1123
2021 Q1	$24K	Hold	98	–	–	﹤0.01%	968
2020 Q4	$19K	Hold	98	–	–	﹤0.01%	941
2020 Q3	$14K	Hold	98	–	–	﹤0.01%	965
2020 Q2	$13K	Hold	98	–	–	﹤0.01%	975
2020 Q1	$10K	Hold	98	–	–	﹤0.01%	951
2019 Q4	$10K	Hold	98	–	–	﹤0.01%	1071
2019 Q3	$9K	Hold	98	–	–	﹤0.01%	1042
2019 Q2	$9K	Buy	+98	New	+$8.72K	﹤0.01%	1049

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Carroll Financial Associates's SMG Position: Q4 2021 in Review

Carroll Financial Associates held its ScottsMiracle-Gro (SMG) position steady in Q4 2021 at 98 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Carroll Financial Associates first reported a position in SMG in Q2 2019 and has held it in 11 quarters since. The position peaked at $24K in Q1 2021. 553 funds tracked by Wall St. Rank hold SMG as of Q4 2021.

Carroll Financial Associates held 98 shares of ScottsMiracle-Gro worth $15K as of Q4 2021.
Carroll Financial Associates left its ScottsMiracle-Gro share count unchanged in Q4 2021.
ScottsMiracle-Gro made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1061 holding.
Carroll Financial Associates first reported a position in ScottsMiracle-Gro in Q2 2019 and has held it in 11 quarters since.
Carroll Financial Associates's ScottsMiracle-Gro position peaked at $24K in Q1 2021.
553 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.