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Gradient Investments’s ScottsMiracle-Gro SMG Stock Holding History

Gradient 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
2024
Q2 		– Sell
-6
Closed -$448 – 1466
2024
Q1 		$448 Sell
6
-31
-84% -$1.93K ﹤0.01% 1034
2023
Q4 		$2.36K Buy
37
+1
+3% +$54 ﹤0.01% 1183
2023
Q3 		$1.86K Sell
36
-19
-35% -$1.1K ﹤0.01% 1197
2023
Q2 		$3.45K Sell
55
-14
-20% -$939 ﹤0.01% 1042
2023
Q1 		$4.81K Buy
69
+20
+41% +$1.44K ﹤0.01% 960
2022
Q4 		$2.38K Hold
49
– – ﹤0.01% 1062
2022
Q3 		$2K Buy
49
+2
+4% +$144 ﹤0.01% 1168
2022
Q2 		$4K Buy
47
+22
+88% +$2.17K ﹤0.01% 944
2022
Q1 		$3K Hold
25
– – ﹤0.01% 990
2021
Q4 		$4K Hold
25
– – ﹤0.01% 976
2021
Q3 		$4K Buy
+25
New +$4.1K ﹤0.01% 922
2018
Q4 		– Sell
-40
Closed -$3K – 1071
2018
Q3 		$3K Hold
40
– – ﹤0.01% 814
2018
Q2 		$3K Hold
40
– – ﹤0.01% 783
2018
Q1 		$3K Hold
40
– – ﹤0.01% 790
2017
Q4 		$4K Buy
+40
New +$4K ﹤0.01% 729
2016
Q2 		– Sell
-20
Closed -$1K – 786
2016
Q1 		$1K Hold
20
– – ﹤0.01% 691
2015
Q4 		$1K Hold
20
– – ﹤0.01% 641
2015
Q3 		$1K Hold
20
– – ﹤0.01% 558
2015
Q2 		$1K Hold
20
– – ﹤0.01% 587
2015
Q1 		$1K Sell
20
-52,853
-100% -$3.44M ﹤0.01% 601
2014
Q4 		$3.29M Buy
52,873
+6,743
+15% +$401K 0.54% 52
2014
Q3 		$2.54M Buy
+46,130
New +$2.59M 0.46% 72

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Gradient Investments's SMG Position: Q2 2024 in Review

Gradient Investments sold out of ScottsMiracle-Gro (SMG) in Q2 2024, closing a stake of 6 shares — an estimated $448 sold.

Gradient Investments first reported a position in SMG in Q3 2014 and held it in 22 quarters. The position peaked at $3.29M in Q4 2014. 440 funds tracked by Wall St. Rank hold SMG as of Q2 2024.

  • Gradient Investments reported no remaining ScottsMiracle-Gro position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 6 ScottsMiracle-Gro shares in Q2 2024, an estimated $448.
  • Gradient Investments first reported a position in ScottsMiracle-Gro in Q3 2014 and held it in 22 quarters.
  • Gradient Investments's ScottsMiracle-Gro position peaked at $3.29M in Q4 2014.
  • 440 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.