Gerber Kawasaki Wealth & Investment Management’s ScottsMiracle-Gro SMG Stock Holding History

Gerber Kawasaki Wealth & 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
2021 Q4	–	Sell	-50	Closed	-$7K	–	965
2021 Q3	$7K	Buy	+50	New	+$8.19K	﹤0.01%	715
2018 Q3	–	Sell	-3,360	Closed	-$280K	–	125
2018 Q2	$280K	Sell	3,360 -41,753	-93%	-$3.49M	0.08%	87
2018 Q1	$3.87M	Buy	45,113 +3,960	+10%	+$377K	1.25%	25
2017 Q4	$4.4M	Buy	41,153 +1,021	+3%	+$102K	1.52%	22
2017 Q3	$3.89M	Sell	40,132 -2,342	-6%	-$222K	1.42%	22
2017 Q2	$3.87M	Sell	42,474 -2,582	-6%	-$233K	1.47%	22
2017 Q1	$4.15M	Sell	45,056 -4,431	-9%	-$411K	1.78%	18
2016 Q4	$4.73M	Buy	49,487 +27,493	+125%	+$2.47M	2.49%	12
2016 Q3	$1.83M	Buy	+21,994	New	+$1.73M	1.06%	28

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 $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management's SMG Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of ScottsMiracle-Gro (SMG) in Q4 2021, closing a stake of 50 shares — an estimated $7K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SMG in Q3 2016 and held it in 9 quarters. The position peaked at $4.73M in Q4 2016. 553 funds tracked by Wall St. Rank hold SMG as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining ScottsMiracle-Gro position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 50 ScottsMiracle-Gro shares in Q4 2021, an estimated $7K.
Gerber Kawasaki Wealth & Investment Management first reported a position in ScottsMiracle-Gro in Q3 2016 and held it in 9 quarters.
Gerber Kawasaki Wealth & Investment Management's ScottsMiracle-Gro position peaked at $4.73M in Q4 2016.
553 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.