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Evergreen Capital Management’s ScottsMiracle-Gro SMG Stock Holding History

Evergreen Capital Management’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
2018
Q4 		– Sell
-15,839
Closed -$1.25M – 407
2018
Q3 		$1.25M Buy
15,839
+50
+0.3% +$3.93K 0.11% 142
2018
Q2 		$1.31M Buy
15,789
+4,556
+41% +$381K 0.12% 129
2018
Q1 		$963K Buy
11,233
+144
+1% +$13.7K 0.09% 144
2017
Q4 		$1.19M Buy
+11,089
New +$1.11M 0.12% 127
2017
Q3 		– Sell
-5,155
Closed -$461K – 202
2017
Q2 		$461K Buy
+5,155
New +$465K 0.07% 101

Other funds holding SMG

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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

Evergreen Capital Management's SMG Position: Q4 2018 in Review

Evergreen Capital Management sold out of ScottsMiracle-Gro (SMG) in Q4 2018, closing a stake of 15,839 shares — an estimated $1.25M sold.

Evergreen Capital Management first reported a position in SMG in Q2 2017 and held it in 5 quarters. The position peaked at $1.31M in Q2 2018. 338 funds tracked by Wall St. Rank hold SMG as of Q4 2018.

  • Evergreen Capital Management reported no remaining ScottsMiracle-Gro position as of Q4 2018 after selling out during the quarter.
  • Evergreen Capital Management sold 15,839 ScottsMiracle-Gro shares in Q4 2018, an estimated $1.25M.
  • Evergreen Capital Management first reported a position in ScottsMiracle-Gro in Q2 2017 and held it in 5 quarters.
  • Evergreen Capital Management's ScottsMiracle-Gro position peaked at $1.31M in Q2 2018.
  • 338 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2018.

Based on Evergreen Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.