CWM
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Chesapeake Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Chesapeake Wealth Management’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
Q3 		– Sell
-1,382
Closed -$265K – 214
2021
Q2 		$265K Buy
1,382
+298
+27% +$65.7K 0.09% 192
2021
Q1 		$266K Buy
+1,084
New +$245K 0.09% 194

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State Street
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Macquarie Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
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Federated Hermes
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chesapeake Wealth Management's SMG Position: Q3 2021 in Review

Chesapeake Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q3 2021, closing a stake of 1,382 shares — an estimated $265K sold.

Chesapeake Wealth Management first reported a position in SMG in Q1 2021 and held it in 2 quarters. The position peaked at $266K in Q1 2021. 504 funds tracked by Wall St. Rank hold SMG as of Q3 2021.

  • Chesapeake Wealth Management reported no remaining ScottsMiracle-Gro position as of Q3 2021 after selling out during the quarter.
  • Chesapeake Wealth Management sold 1,382 ScottsMiracle-Gro shares in Q3 2021, an estimated $265K.
  • Chesapeake Wealth Management first reported a position in ScottsMiracle-Gro in Q1 2021 and held it in 2 quarters.
  • Chesapeake Wealth Management's ScottsMiracle-Gro position peaked at $266K in Q1 2021.
  • 504 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2021.

Based on Chesapeake Wealth Management's 13F filing for Q3 2021, filed 26 Oct 2021.