Cornerstone Advisors (Washington)’s ScottsMiracle-Gro SMG Stock Holding History

Cornerstone Advisors (Washington)’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	$3K	Hold	21	–	–	﹤0.01%	557
2020 Q2	$3K	Sell	21 -17	-45%	-$2.19K	﹤0.01%	561
2020 Q1	$4K	Buy	38 +18	+90%	+$1.98K	﹤0.01%	531
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	609
2019 Q3	$2K	Hold	20	–	–	﹤0.01%	607
2019 Q2	$2K	Buy	+20	New	+$1.78K	﹤0.01%	1184
2019 Q1	–	Sell	-13	Closed	-$1K	–	1388
2018 Q4	$1K	Buy	+13	New	+$925	﹤0.01%	1085

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

Cornerstone Advisors (Washington)'s SMG Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its ScottsMiracle-Gro (SMG) position steady in Q3 2020 at 21 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Cornerstone Advisors (Washington) first reported a position in SMG in Q4 2018 and has held it in 7 quarters since. The position peaked at $4K in Q1 2020. 472 funds tracked by Wall St. Rank hold SMG as of Q3 2020.

Cornerstone Advisors (Washington) held 21 shares of ScottsMiracle-Gro worth $3K as of Q3 2020.
Cornerstone Advisors (Washington) left its ScottsMiracle-Gro share count unchanged in Q3 2020.
ScottsMiracle-Gro made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #557 holding.
Cornerstone Advisors (Washington) first reported a position in ScottsMiracle-Gro in Q4 2018 and has held it in 7 quarters since.
Cornerstone Advisors (Washington)'s ScottsMiracle-Gro position peaked at $4K in Q1 2020.
472 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.