Godshalk Welsh Capital Management’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,300
| Closed | -$227K | – | 120 |
|
|
2022
Q3 | $227K | Sell |
5,300
-50
| -0.9% | -$3.59K | 0.17% | 107 |
|
|
2022
Q2 | $423K | Sell |
5,350
-450
| -8% | -$44.5K | 0.3% | 85 |
|
|
2022
Q1 | $713K | Hold |
5,800
| – | – | 0.44% | 71 |
|
|
2021
Q4 | $934K | Sell |
5,800
-15
| -0.3% | -$2.32K | 0.53% | 64 |
|
|
2021
Q3 | $851K | Buy |
5,815
+590
| +11% | +$96.7K | 0.53% | 60 |
|
|
2021
Q2 | $949K | Hold |
5,225
| – | – | 0.59% | 57 |
|
|
2021
Q1 | $1.28M | Sell |
5,225
-300
| -5% | -$67.9K | 0.89% | 41 |
|
|
2020
Q4 | $1.1M | Sell |
5,525
-150
| -3% | -$25.7K | 0.81% | 46 |
|
|
2020
Q3 | $868K | Sell |
5,675
-150
| -3% | -$23.2K | 0.73% | 52 |
|
|
2020
Q2 | $783K | Sell |
5,825
-200
| -3% | -$25.8K | 0.73% | 51 |
|
|
2020
Q1 | $617K | Hold |
6,025
| – | – | 0.67% | 62 |
|
|
2019
Q4 | $640K | Hold |
6,025
| – | – | 0.53% | 68 |
|
|
2019
Q3 | $613K | Hold |
6,025
| – | – | 0.54% | 68 |
|
|
2019
Q2 | $593K | Sell |
6,025
-700
| -10% | -$62.3K | 0.55% | 67 |
|
|
2019
Q1 | $528K | Buy |
6,725
+750
| +13% | +$56.5K | 0.51% | 73 |
|
|
2018
Q4 | $367K | Sell |
5,975
-650
| -10% | -$46.2K | 0.41% | 80 |
|
|
2018
Q3 | $522K | Sell |
6,625
-850
| -11% | -$66.8K | 0.51% | 69 |
|
|
2018
Q2 | $622K | Hold |
7,475
| – | – | 0.65% | 62 |
|
|
2018
Q1 | $641K | Sell |
7,475
-50
| -0.7% | -$4.76K | 0.69% | 57 |
|
|
2017
Q4 | $805K | Sell |
7,525
-125
| -2% | -$12.5K | 0.81% | 49 |
|
|
2017
Q3 | $745K | Hold |
7,650
| – | – | 0.75% | 57 |
|
|
2017
Q2 | $684K | Hold |
7,650
| – | – | 0.68% | 58 |
|
|
2017
Q1 | $714K | Hold |
7,650
| – | – | 0.7% | 53 |
|
|
2016
Q4 | $731K | Sell |
7,650
-75
| -1% | -$6.73K | 0.75% | 49 |
|
|
2016
Q3 | $643K | Sell |
7,725
-100
| -1% | -$7.88K | 0.66% | 59 |
|
|
2016
Q2 | $547K | Sell |
7,825
-800
| -9% | -$55.6K | 0.58% | 69 |
|
|
2016
Q1 | $628K | Hold |
8,625
| – | – | 0.65% | 60 |
|
|
2015
Q4 | $556K | Hold |
8,625
| – | – | 0.58% | 69 |
|
|
2015
Q3 | $525K | Hold |
8,625
| – | – | 0.58% | 69 |
|
|
2015
Q2 | $511K | Sell |
8,625
-500
| -5% | -$31.7K | 0.52% | 75 |
|
|
2015
Q1 | $613K | Hold |
9,125
| – | – | 0.63% | 67 |
|
|
2014
Q4 | $569K | Buy |
+9,125
| New | +$543K | 0.52% | 70 |
|
Other funds holding SMG
Godshalk Welsh Capital Management's SMG Position: Q4 2022 in Review
Godshalk Welsh Capital Management sold out of ScottsMiracle-Gro (SMG) in Q4 2022, closing a stake of 5,300 shares — an estimated $227K sold.
Godshalk Welsh Capital Management first reported a position in SMG in Q4 2014 and held it in 32 quarters. The position peaked at $1.28M in Q1 2021. 426 funds tracked by Wall St. Rank hold SMG as of Q4 2022.
- Godshalk Welsh Capital Management reported no remaining ScottsMiracle-Gro position as of Q4 2022 after selling out during the quarter.
- Godshalk Welsh Capital Management sold 5,300 ScottsMiracle-Gro shares in Q4 2022, an estimated $227K.
- Godshalk Welsh Capital Management first reported a position in ScottsMiracle-Gro in Q4 2014 and held it in 32 quarters.
- Godshalk Welsh Capital Management's ScottsMiracle-Gro position peaked at $1.28M in Q1 2021.
- 426 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2022.
Based on Godshalk Welsh Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.