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GoalVest Advisory’s ScottsMiracle-Gro SMG Stock Holding History

GoalVest Advisory’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
-119
Closed -$6.15K – 473
2023
Q3 		$6.15K Buy
119
+6
+5% +$348 ﹤0.01% 327
2023
Q2 		$7.08K Buy
+113
New +$7.58K ﹤0.01% 274

Other funds holding SMG

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GoalVest Advisory's SMG Position: Q4 2023 in Review

GoalVest Advisory sold out of ScottsMiracle-Gro (SMG) in Q4 2023, closing a stake of 119 shares — an estimated $6.15K sold.

GoalVest Advisory first reported a position in SMG in Q2 2023 and held it in 2 quarters. The position peaked at $7.08K in Q2 2023. 444 funds tracked by Wall St. Rank hold SMG as of Q4 2023.

  • GoalVest Advisory reported no remaining ScottsMiracle-Gro position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 119 ScottsMiracle-Gro shares in Q4 2023, an estimated $6.15K.
  • GoalVest Advisory first reported a position in ScottsMiracle-Gro in Q2 2023 and held it in 2 quarters.
  • GoalVest Advisory's ScottsMiracle-Gro position peaked at $7.08K in Q2 2023.
  • 444 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.