Fernwood Investment Management’s ScottsMiracle-Gro SMG Stock Holding History

Fernwood Investment 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
2024 Q4	–	Sell	-10,055	Closed	-$872K	–	187
2024 Q3	$872K	Buy	10,055 +5,000	+99%	+$351K	0.28%	81
2024 Q2	$329K	Sell	5,055 -114	-2%	-$7.79K	0.1%	152
2024 Q1	$386K	Hold	5,169	–	–	0.11%	146
2023 Q4	$330K	Sell	5,169 -2	-0%	-$108	0.11%	148
2023 Q3	$267K	Hold	5,171	–	–	0.1%	154
2023 Q2	$324K	Buy	5,171 +116	+2%	+$7.78K	0.11%	145
2023 Q1	$353K	Hold	5,055	–	–	0.14%	142
2022 Q4	$246K	Hold	5,055	–	–	0.1%	158
2022 Q3	$216K	Hold	5,055	–	–	0.09%	166
2022 Q2	$399K	Hold	5,055	–	–	0.17%	127
2022 Q1	$622K	Hold	5,055	–	–	0.22%	115
2021 Q4	$814K	Buy	+5,055	New	+$782K	0.27%	100

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fernwood Investment Management's SMG Position: Q4 2024 in Review

Fernwood Investment Management sold out of ScottsMiracle-Gro (SMG) in Q4 2024, closing a stake of 10,055 shares — an estimated $872K sold.

Fernwood Investment Management first reported a position in SMG in Q4 2021 and held it in 12 quarters. The position peaked at $872K in Q3 2024. 447 funds tracked by Wall St. Rank hold SMG as of Q4 2024.

Fernwood Investment Management reported no remaining ScottsMiracle-Gro position as of Q4 2024 after selling out during the quarter.
Fernwood Investment Management sold 10,055 ScottsMiracle-Gro shares in Q4 2024, an estimated $872K.
Fernwood Investment Management first reported a position in ScottsMiracle-Gro in Q4 2021 and held it in 12 quarters.
Fernwood Investment Management's ScottsMiracle-Gro position peaked at $872K in Q3 2024.
447 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.