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Crewe Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Crewe Advisors’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
2024
Q1 		– Sell
-91
Closed -$5.8K – 1004
2023
Q4 		$5.8K Buy
+91
New +$4.92K ﹤0.01% 245
2021
Q3 		– Sell
-31
Closed -$6K – 454
2021
Q2 		$6K Sell
31
-48
-61% -$10.6K ﹤0.01% 321
2021
Q1 		$19K Hold
79
– – ﹤0.01% 228
2020
Q4 		$16K Hold
79
– – 0.01% 220
2020
Q3 		$12K Buy
+79
New +$12.2K 0.01% 231

Other funds holding SMG

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Crewe Advisors's SMG Position: Q1 2024 in Review

Crewe Advisors sold out of ScottsMiracle-Gro (SMG) in Q1 2024, closing a stake of 91 shares — an estimated $5.8K sold.

Crewe Advisors first reported a position in SMG in Q3 2020 and held it in 5 quarters. The position peaked at $19K in Q1 2021. 430 funds tracked by Wall St. Rank hold SMG as of Q1 2024.

  • Crewe Advisors reported no remaining ScottsMiracle-Gro position as of Q1 2024 after selling out during the quarter.
  • Crewe Advisors sold 91 ScottsMiracle-Gro shares in Q1 2024, an estimated $5.8K.
  • Crewe Advisors first reported a position in ScottsMiracle-Gro in Q3 2020 and held it in 5 quarters.
  • Crewe Advisors's ScottsMiracle-Gro position peaked at $19K in Q1 2021.
  • 430 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.