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Crystal Rock Capital Management’s ScottsMiracle-Gro SMG Stock Holding History

Crystal Rock 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
-39,457
Closed -$2.47M – 27
2023
Q2 		$2.47M Sell
39,457
-46,318
-54% -$3.11M 1.83% 23
2023
Q1 		$5.98M Buy
85,775
+14,050
+20% +$1.01M 4.96% 6
2022
Q4 		$3.49M Buy
+71,725
New +$3.59M 3% 19
2022
Q2 		– Sell
-36,385
Closed -$4.47M – 32
2022
Q1 		$4.47M Hold
36,385
– – 2.97% 17
2021
Q4 		$5.86M Hold
36,385
– – 3.15% 13
2021
Q3 		$5.33M Hold
36,385
– – 2.83% 14
2021
Q2 		$6.98M Sell
36,385
-2,225
-6% -$491K 3.63% 12
2021
Q1 		$9.46M Sell
38,610
-5,325
-12% -$1.21M 5.13% 5
2020
Q4 		$8.75M Sell
43,935
-1,750
-4% -$300K 4.99% 6
2020
Q3 		$6.99M Sell
45,685
-2,575
-5% -$398K 4.41% 9
2020
Q2 		$6.49M Sell
48,260
-8,650
-15% -$1.12M 4.48% 9
2020
Q1 		$5.83M Buy
56,910
+3,450
+6% +$379K 5.14% 6
2019
Q4 		$5.68M Sell
53,460
-3,700
-6% -$378K 3.7% 9
2019
Q3 		$5.82M Hold
57,160
– – 4.27% 9
2019
Q2 		$5.63M Hold
57,160
– – 4.16% 8
2019
Q1 		$4.49M Buy
57,160
+24,300
+74% +$1.83M 3.32% 15
2018
Q4 		$2.02M Buy
+32,860
New +$2.34M 1.81% 22
2017
Q1 		– Sell
-14,000
Closed -$1.34M – 34
2016
Q4 		$1.34M Hold
14,000
– – 0.88% 29
2016
Q3 		$1.17M Buy
+14,000
New +$1.1M 0.79% 32
2013
Q3 		– Sell
-71,850
Closed -$3.47M – 32
2013
Q2 		$3.47M Buy
+71,850
New +$3.34M 2.4% 22

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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Crystal Rock Capital Management's SMG Position: Q3 2023 in Review

Crystal Rock Capital Management sold out of ScottsMiracle-Gro (SMG) in Q3 2023, closing a stake of 39,457 shares — an estimated $2.47M sold.

Crystal Rock Capital Management first reported a position in SMG in Q2 2013 and held it in 20 quarters. The position peaked at $9.46M in Q1 2021. 402 funds tracked by Wall St. Rank hold SMG as of Q3 2023.

  • Crystal Rock Capital Management reported no remaining ScottsMiracle-Gro position as of Q3 2023 after selling out during the quarter.
  • Crystal Rock Capital Management sold 39,457 ScottsMiracle-Gro shares in Q3 2023, an estimated $2.47M.
  • Crystal Rock Capital Management first reported a position in ScottsMiracle-Gro in Q2 2013 and held it in 20 quarters.
  • Crystal Rock Capital Management's ScottsMiracle-Gro position peaked at $9.46M in Q1 2021.
  • 402 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2023.

Based on Crystal Rock Capital Management's 13F filing for Q3 2023, filed 7 Nov 2023.