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Disciplined Investments’s ScottsMiracle-Gro SMG Stock Holding History

Disciplined Investments’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
-9
Closed -$564 – 1320
2023
Q2 		$564 Sell
9
-2
-18% -$134 ﹤0.01% 1186
2023
Q1 		$767 Buy
11
+2
+22% +$144 ﹤0.01% 1079
2022
Q4 		$437 Buy
+9
New +$451 ﹤0.01% 1229
2022
Q2 		– Sell
-8
Closed -$1K – 1595
2022
Q1 		$1K Buy
+8
New +$1.12K ﹤0.01% 1172

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

Disciplined Investments's SMG Position: Q3 2023 in Review

Disciplined Investments sold out of ScottsMiracle-Gro (SMG) in Q3 2023, closing a stake of 9 shares — an estimated $564 sold.

Disciplined Investments first reported a position in SMG in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 402 funds tracked by Wall St. Rank hold SMG as of Q3 2023.

  • Disciplined Investments reported no remaining ScottsMiracle-Gro position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 ScottsMiracle-Gro shares in Q3 2023, an estimated $564.
  • Disciplined Investments first reported a position in ScottsMiracle-Gro in Q1 2022 and held it in 4 quarters.
  • Disciplined Investments's ScottsMiracle-Gro position peaked at $1K in Q1 2022.
  • 402 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.