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Castleview Partners’s ScottsMiracle-Gro SMG Stock Holding History

Castleview Partners’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
Q3 		– Sell
-4
Closed -$260 – 863
2024
Q2 		$260 Hold
4
– – ﹤0.01% 873
2024
Q1 		$298 Hold
4
– – ﹤0.01% 854
2023
Q4 		$255 Buy
+4
New +$216 ﹤0.01% 827
2021
Q2 		$12K Buy
+60
New +$13.2K 0.01% 655

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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castleview Partners's SMG Position: Q3 2024 in Review

Castleview Partners sold out of ScottsMiracle-Gro (SMG) in Q3 2024, closing a stake of 4 shares — an estimated $260 sold.

Castleview Partners first reported a position in SMG in Q2 2021 and held it in 4 quarters. The position peaked at $12K in Q2 2021. 462 funds tracked by Wall St. Rank hold SMG as of Q3 2024.

  • Castleview Partners reported no remaining ScottsMiracle-Gro position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 4 ScottsMiracle-Gro shares in Q3 2024, an estimated $260.
  • Castleview Partners first reported a position in ScottsMiracle-Gro in Q2 2021 and held it in 4 quarters.
  • Castleview Partners's ScottsMiracle-Gro position peaked at $12K in Q2 2021.
  • 462 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.