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Copeland Capital Management’s ScottsMiracle-Gro SMG Stock Holding History

Copeland Capital 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
2023
Q3 		– Sell
-41
Closed -$2.57K – 317
2023
Q2 		$2.57K Buy
+41
New +$2.75K ﹤0.01% 288

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BlackRock
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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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
State Street
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Copeland Capital Management's SMG Position: Q3 2023 in Review

Copeland Capital Management sold out of ScottsMiracle-Gro (SMG) in Q3 2023, closing a stake of 41 shares — an estimated $2.57K sold.

Copeland Capital Management first reported a position in SMG in Q2 2023 and held it in 1 quarter. The position peaked at $2.57K in Q2 2023. 402 funds tracked by Wall St. Rank hold SMG as of Q3 2023.

  • Copeland Capital Management reported no remaining ScottsMiracle-Gro position as of Q3 2023 after selling out during the quarter.
  • Copeland Capital Management sold 41 ScottsMiracle-Gro shares in Q3 2023, an estimated $2.57K.
  • Copeland Capital Management first reported a position in ScottsMiracle-Gro in Q2 2023 and held it in 1 quarter.
  • Copeland Capital Management's ScottsMiracle-Gro position peaked at $2.57K in Q2 2023.
  • 402 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2023.

Based on Copeland Capital Management's 13F filing for Q3 2023, filed 23 Oct 2023.