CSat Investment Advisory’s ScottsMiracle-Gro SMG Stock Holding History

CSat Investment Advisory’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 Q4	–	Sell	-6,177	Closed	-$945K	–	894
2020 Q3	$945K	Buy	6,177 +1,187	+24%	+$183K	0.08%	108
2020 Q2	$671K	Buy	4,990 +2,363	+90%	+$305K	0.08%	135
2020 Q1	$269K	Buy	2,627 +2,315	+742%	+$255K	0.06%	205
2019 Q4	$33K	Buy	312 +209	+203%	+$21.4K	0.01%	675
2019 Q3	$10K	Buy	103 +14	+16%	+$1.47K	﹤0.01%	934
2019 Q2	$9K	Buy	+89	New	+$7.92K	﹤0.01%	917

Other funds holding SMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CSat Investment Advisory's SMG Position: Q4 2020 in Review

CSat Investment Advisory sold out of ScottsMiracle-Gro (SMG) in Q4 2020, closing a stake of 6,177 shares — an estimated $945K sold.

CSat Investment Advisory first reported a position in SMG in Q2 2019 and held it in 6 quarters. The position peaked at $945K in Q3 2020. 502 funds tracked by Wall St. Rank hold SMG as of Q4 2020.

CSat Investment Advisory reported no remaining ScottsMiracle-Gro position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 6,177 ScottsMiracle-Gro shares in Q4 2020, an estimated $945K.
CSat Investment Advisory first reported a position in ScottsMiracle-Gro in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's ScottsMiracle-Gro position peaked at $945K in Q3 2020.
502 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.