Ellevest Inc’s ScottsMiracle-Gro SMG Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-430	Closed	-$30K	–	1429
2023 Q1	$30K	Buy	430 +119	+38%	+$8.56K	﹤0.01%	736
2022 Q4	$15.1K	Sell	311 -2	-0.6%	-$100	﹤0.01%	933
2022 Q3	$13K	Buy	313 +69	+28%	+$4.95K	﹤0.01%	934
2022 Q2	$19K	Sell	244 -32	-12%	-$3.16K	﹤0.01%	771
2022 Q1	$34K	Buy	276 +118	+75%	+$16.5K	﹤0.01%	622
2021 Q4	$25K	Buy	158 +101	+177%	+$15.6K	﹤0.01%	670
2021 Q3	$8K	Buy	+57	New	+$9.34K	﹤0.01%	875
2020 Q3	–	Sell	-12	Closed	-$2K	–	1310
2020 Q2	$2K	Buy	+12	New	+$1.55K	﹤0.01%	913
2020 Q1	–	Sell	-8	Closed	-$1K	–	1273
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	858
2019 Q3	$1K	Buy	+8	New	+$838	﹤0.01%	457
2019 Q2	–	Sell	-58	Closed	-$5K	–	462
2019 Q1	$5K	Buy	+58	New	+$4.37K	﹤0.01%	238

Other funds holding SMG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ellevest Inc's SMG Position: Q2 2023 in Review

Ellevest Inc sold out of ScottsMiracle-Gro (SMG) in Q2 2023, closing a stake of 430 shares — an estimated $30K sold.

Ellevest Inc first reported a position in SMG in Q1 2019 and held it in 11 quarters. The position peaked at $34K in Q1 2022. 431 funds tracked by Wall St. Rank hold SMG as of Q2 2023.

Ellevest Inc reported no remaining ScottsMiracle-Gro position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 430 ScottsMiracle-Gro shares in Q2 2023, an estimated $30K.
Ellevest Inc first reported a position in ScottsMiracle-Gro in Q1 2019 and held it in 11 quarters.
Ellevest Inc's ScottsMiracle-Gro position peaked at $34K in Q1 2022.
431 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.