FORA Capital’s ScottsMiracle-Gro SMG Stock Holding History

FORA Capital’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 Q2	–	Sell	-8,103	Closed	-$565K	–	592
2023 Q1	$565K	Sell	8,103 -2,462	-23%	-$177K	0.06%	334
2022 Q4	$513K	Buy	+10,565	New	+$529K	0.08%	267
2022 Q3	–	Sell	-6,687	Closed	-$528K	–	549
2022 Q2	$528K	Buy	+6,687	New	+$661K	0.11%	239
2021 Q3	–	Sell	-6,092	Closed	-$1.17M	–	803
2021 Q2	$1.17M	Buy	+6,092	New	+$1.34M	0.22%	123
2020 Q4	–	Sell	-992	Closed	-$152K	–	1119
2020 Q3	$152K	Sell	992 -367	-27%	-$56.7K	0.1%	219
2020 Q2	$183K	Buy	+1,359	New	+$175K	0.06%	364
2020 Q1	–	Sell	-4,771	Closed	-$507K	–	1312
2019 Q4	$507K	Buy	+4,771	New	+$488K	0.05%	391

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

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FORA Capital's SMG Position: Q2 2023 in Review

FORA Capital sold out of ScottsMiracle-Gro (SMG) in Q2 2023, closing a stake of 8,103 shares — an estimated $565K sold.

FORA Capital first reported a position in SMG in Q4 2019 and held it in 7 quarters. The position peaked at $1.17M in Q2 2021. 431 funds tracked by Wall St. Rank hold SMG as of Q2 2023.

FORA Capital reported no remaining ScottsMiracle-Gro position as of Q2 2023 after selling out during the quarter.
FORA Capital sold 8,103 ScottsMiracle-Gro shares in Q2 2023, an estimated $565K.
FORA Capital first reported a position in ScottsMiracle-Gro in Q4 2019 and held it in 7 quarters.
FORA Capital's ScottsMiracle-Gro position peaked at $1.17M in Q2 2021.
431 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2023.

Based on FORA Capital's 13F filing for Q2 2023, filed 11 Aug 2023.