Financial Perspectives’s ScottsMiracle-Gro SMG Stock Holding History

Financial Perspectives’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 Q4	–	Sell	-100	Closed	-$5.17K	–	721
2023 Q3	$5.17K	Hold	100	–	–	﹤0.01%	511
2023 Q2	$6.27K	Hold	100	–	–	﹤0.01%	491
2023 Q1	$6.97K	Hold	100	–	–	﹤0.01%	482
2022 Q4	$4.86K	Hold	100	–	–	﹤0.01%	519
2022 Q3	$4.28K	Hold	100	–	–	﹤0.01%	517
2022 Q2	$7.9K	Hold	100	–	–	﹤0.01%	467
2022 Q1	$12.3K	Hold	100	–	–	0.01%	438
2021 Q4	$16.1K	Hold	100	–	–	0.01%	384
2021 Q3	$14.6K	Hold	100	–	–	0.01%	396
2021 Q2	$19.2K	Sell	100 -24,397	-100%	-$5.38M	0.01%	383
2021 Q1	$100K	Buy	24,497 +24,397	+24,397%	+$5.52M	0.01%	506
2020 Q4	$19.9K	Hold	100	–	–	0.01%	334
2020 Q3	$15.3K	Hold	100	–	–	0.01%	322
2020 Q2	$13.4K	Hold	100	–	–	0.01%	322
2020 Q1	$10.2K	Hold	100	–	–	0.01%	322
2019 Q4	$10.6K	Buy	+100	New	+$10.2K	0.01%	326

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

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Financial Perspectives's SMG Position: Q4 2023 in Review

Financial Perspectives sold out of ScottsMiracle-Gro (SMG) in Q4 2023, closing a stake of 100 shares — an estimated $5.17K sold.

Financial Perspectives first reported a position in SMG in Q4 2019 and held it in 16 quarters. The position peaked at $100K in Q1 2021. 444 funds tracked by Wall St. Rank hold SMG as of Q4 2023.

Financial Perspectives reported no remaining ScottsMiracle-Gro position as of Q4 2023 after selling out during the quarter.
Financial Perspectives sold 100 ScottsMiracle-Gro shares in Q4 2023, an estimated $5.17K.
Financial Perspectives first reported a position in ScottsMiracle-Gro in Q4 2019 and held it in 16 quarters.
Financial Perspectives's ScottsMiracle-Gro position peaked at $100K in Q1 2021.
444 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2023.

Based on Financial Perspectives's 13F filing for Q4 2023, filed 1 Feb 2024.