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Duality Advisers’s ScottsMiracle-Gro SMG Stock Holding History

Duality Advisers’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
-8,010
Closed -$511K – 733
2023
Q4 		$511K Buy
+8,010
New +$433K 0.05% 432
2023
Q3 		– Sell
-43,722
Closed -$2.74M – 700
2023
Q2 		$2.74M Buy
+43,722
New +$2.93M 0.34% 93
2022
Q3 		– Sell
-17,745
Closed -$1.4M – 716
2022
Q2 		$1.4M Buy
+17,745
New +$1.75M 0.14% 282

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

Duality Advisers's SMG Position: Q1 2024 in Review

Duality Advisers sold out of ScottsMiracle-Gro (SMG) in Q1 2024, closing a stake of 8,010 shares — an estimated $511K sold.

Duality Advisers first reported a position in SMG in Q2 2022 and held it in 3 quarters. The position peaked at $2.74M in Q2 2023. 431 funds tracked by Wall St. Rank hold SMG as of Q1 2024.

  • Duality Advisers reported no remaining ScottsMiracle-Gro position as of Q1 2024 after selling out during the quarter.
  • Duality Advisers sold 8,010 ScottsMiracle-Gro shares in Q1 2024, an estimated $511K.
  • Duality Advisers first reported a position in ScottsMiracle-Gro in Q2 2022 and held it in 3 quarters.
  • Duality Advisers's ScottsMiracle-Gro position peaked at $2.74M in Q2 2023.
  • 431 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2024.

Based on Duality Advisers's 13F filing for Q1 2024, filed 6 May 2024.