Cordatus Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Cordatus 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
2020 Q3	–	Sell	-6,986	Closed	-$939K	–	151
2020 Q2	$939K	Sell	6,986 -5,602	-45%	-$723K	0.52%	70
2020 Q1	$1.29M	Buy	12,588 +2,096	+20%	+$231K	0.93%	42
2019 Q4	$1.11M	Sell	10,492 -3,276	-24%	-$335K	0.55%	65
2019 Q3	$1.4M	Sell	13,768 -767	-5%	-$80.3K	0.73%	53
2019 Q2	$1.43M	Buy	+14,535	New	+$1.29M	0.84%	45

Other funds holding SMG

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Cordatus Wealth Management's SMG Position: Q3 2020 in Review

Cordatus Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q3 2020, closing a stake of 6,986 shares — an estimated $939K sold.

Cordatus Wealth Management first reported a position in SMG in Q2 2019 and held it in 5 quarters. The position peaked at $1.43M in Q2 2019. 472 funds tracked by Wall St. Rank hold SMG as of Q3 2020.

Cordatus Wealth Management reported no remaining ScottsMiracle-Gro position as of Q3 2020 after selling out during the quarter.
Cordatus Wealth Management sold 6,986 ScottsMiracle-Gro shares in Q3 2020, an estimated $939K.
Cordatus Wealth Management first reported a position in ScottsMiracle-Gro in Q2 2019 and held it in 5 quarters.
Cordatus Wealth Management's ScottsMiracle-Gro position peaked at $1.43M in Q2 2019.
472 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2020.

Based on Cordatus Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.