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FormulaFolio Investments’s ScottsMiracle-Gro SMG Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$4K Hold
20
– – ﹤0.01% 380
2021
Q1 		$5K Buy
+20
New +$4.53K ﹤0.01% 352

Other funds holding SMG

Kayne Anderson Rudnick Investment Management
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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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

FormulaFolio Investments's SMG Position: Q2 2021 in Review

FormulaFolio Investments held its ScottsMiracle-Gro (SMG) position steady in Q2 2021 at 20 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

FormulaFolio Investments first reported a position in SMG in Q1 2021 and has held it in 2 quarters since. The position peaked at $5K in Q1 2021. 529 funds tracked by Wall St. Rank hold SMG as of Q2 2021.

  • FormulaFolio Investments held 20 shares of ScottsMiracle-Gro worth $4K as of Q2 2021.
  • FormulaFolio Investments left its ScottsMiracle-Gro share count unchanged in Q2 2021.
  • ScottsMiracle-Gro made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #380 holding.
  • FormulaFolio Investments first reported a position in ScottsMiracle-Gro in Q1 2021 and has held it in 2 quarters since.
  • FormulaFolio Investments's ScottsMiracle-Gro position peaked at $5K in Q1 2021.
  • 529 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.