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Evermay Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Evermay Wealth 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
2022
Q4 		– Sell
-100
Closed -$4K – 590
2022
Q3 		$4K Hold
100
– – ﹤0.01% 457
2022
Q2 		$8K Buy
+100
New +$9.88K ﹤0.01% 420

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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

Evermay Wealth Management's SMG Position: Q4 2022 in Review

Evermay Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

Evermay Wealth Management first reported a position in SMG in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q2 2022. 426 funds tracked by Wall St. Rank hold SMG as of Q4 2022.

  • Evermay Wealth Management reported no remaining ScottsMiracle-Gro position as of Q4 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 100 ScottsMiracle-Gro shares in Q4 2022, an estimated $4K.
  • Evermay Wealth Management first reported a position in ScottsMiracle-Gro in Q2 2022 and held it in 2 quarters.
  • Evermay Wealth Management's ScottsMiracle-Gro position peaked at $8K in Q2 2022.
  • 426 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2022.

Based on Evermay Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.