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Ergoteles’s ScottsMiracle-Gro SMG Stock Holding History

Ergoteles’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
2022
Q4 		– Sell
-54,187
Closed -$2.32M – 1846
2022
Q3 		$2.32M Buy
54,187
+38,907
+255% +$2.79M 0.08% 243
2022
Q2 		$1.21M Buy
+15,280
New +$1.51M 0.04% 466
2021
Q4 		– Sell
-2,123
Closed -$311K – 1566
2021
Q3 		$311K Sell
2,123
-45,296
-96% -$7.42M 0.01% 784
2021
Q2 		$9.1M Buy
+47,419
New +$10.5M 0.21% 144

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ergoteles's SMG Position: Q4 2022 in Review

Ergoteles sold out of ScottsMiracle-Gro (SMG) in Q4 2022, closing a stake of 54,187 shares — an estimated $2.32M sold.

Ergoteles first reported a position in SMG in Q2 2021 and held it in 4 quarters. The position peaked at $9.1M in Q2 2021. 426 funds tracked by Wall St. Rank hold SMG as of Q4 2022.

  • Ergoteles reported no remaining ScottsMiracle-Gro position as of Q4 2022 after selling out during the quarter.
  • Ergoteles sold 54,187 ScottsMiracle-Gro shares in Q4 2022, an estimated $2.32M.
  • Ergoteles first reported a position in ScottsMiracle-Gro in Q2 2021 and held it in 4 quarters.
  • Ergoteles's ScottsMiracle-Gro position peaked at $9.1M in Q2 2021.
  • 426 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2022.

Based on Ergoteles's 13F filing for Q4 2022, filed 14 Feb 2023.