Glassman Wealth Services’s ScottsMiracle-Gro SMG Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-45	Closed	-$2.87K	–	1555
2023 Q4	$2.87K	Sell	45 -8	-15%	-$432	﹤0.01%	1239
2023 Q3	$2.74K	Hold	53	–	–	﹤0.01%	1235
2023 Q2	$3.32K	Hold	53	–	–	﹤0.01%	1106
2023 Q1	$3.7K	Hold	53	–	–	﹤0.01%	1084
2022 Q4	$2.58K	Sell	53 -26	-33%	-$1.3K	﹤0.01%	1198
2022 Q3	$3K	Buy	79 +71	+888%	+$5.1K	﹤0.01%	1154
2022 Q2	$1K	Sell	8 -8	-50%	-$791	﹤0.01%	1529
2022 Q1	$2K	Buy	16 +12	+300%	+$1.68K	﹤0.01%	1264
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	1495
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	1456
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	1373
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	1319
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	1274
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	1226
2020 Q2	$1K	Hold	4	–	–	﹤0.01%	1103
2020 Q1	$0	Buy	+4	New	+$440	﹤0.01%	1524
2019 Q4	–	Sell	-3	Closed	–	–	1459
2019 Q3	$0	Buy	+3	New	+$314	﹤0.01%	1347

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

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

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

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

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

Glassman Wealth Services's SMG Position: Q1 2024 in Review

Glassman Wealth Services sold out of ScottsMiracle-Gro (SMG) in Q1 2024, closing a stake of 45 shares — an estimated $2.87K sold.

Glassman Wealth Services first reported a position in SMG in Q3 2019 and held it in 17 quarters. The position peaked at $3.7K in Q1 2023. 430 funds tracked by Wall St. Rank hold SMG as of Q1 2024.

Glassman Wealth Services reported no remaining ScottsMiracle-Gro position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 45 ScottsMiracle-Gro shares in Q1 2024, an estimated $2.87K.
Glassman Wealth Services first reported a position in ScottsMiracle-Gro in Q3 2019 and held it in 17 quarters.
Glassman Wealth Services's ScottsMiracle-Gro position peaked at $3.7K in Q1 2023.
430 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.