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Coppell Advisory Solutions’s ScottsMiracle-Gro SMG Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-15
Closed -$977 – 1609
2024
Q4 		$977 Hold
15
– – ﹤0.01% 1674
2024
Q3 		$1.28K Hold
15
– – ﹤0.01% 1532
2024
Q2 		$976 Buy
+15
New +$1.03K ﹤0.01% 1508
2023
Q4 		$956 Buy
+15
New +$810 ﹤0.01% 1422
2023
Q3 		– Sell
-55
Closed -$3.38K – 1502
2023
Q2 		$3.38K Buy
+55
New +$3.69K ﹤0.01% 937

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Coppell Advisory Solutions's SMG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of ScottsMiracle-Gro (SMG) in Q1 2025, closing a stake of 15 shares — an estimated $977 sold.

Coppell Advisory Solutions first reported a position in SMG in Q2 2023 and held it in 5 quarters. The position peaked at $3.38K in Q2 2023. 441 funds tracked by Wall St. Rank hold SMG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining ScottsMiracle-Gro position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 15 ScottsMiracle-Gro shares in Q1 2025, an estimated $977.
  • Coppell Advisory Solutions first reported a position in ScottsMiracle-Gro in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's ScottsMiracle-Gro position peaked at $3.38K in Q2 2023.
  • 441 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.