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Great Valley Advisor Group’s ScottsMiracle-Gro SMG Stock Holding History

Great Valley Advisor Group’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
Q3 		– Sell
-1,947
Closed -$374K – 587
2021
Q2 		$374K Buy
+1,947
New +$430K 0.03% 407

Other funds holding SMG

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Great Valley Advisor Group's SMG Position: Q3 2021 in Review

Great Valley Advisor Group sold out of ScottsMiracle-Gro (SMG) in Q3 2021, closing a stake of 1,947 shares — an estimated $374K sold.

Great Valley Advisor Group first reported a position in SMG in Q2 2021 and held it in 1 quarter. The position peaked at $374K in Q2 2021. 504 funds tracked by Wall St. Rank hold SMG as of Q3 2021.

  • Great Valley Advisor Group reported no remaining ScottsMiracle-Gro position as of Q3 2021 after selling out during the quarter.
  • Great Valley Advisor Group sold 1,947 ScottsMiracle-Gro shares in Q3 2021, an estimated $374K.
  • Great Valley Advisor Group first reported a position in ScottsMiracle-Gro in Q2 2021 and held it in 1 quarter.
  • Great Valley Advisor Group's ScottsMiracle-Gro position peaked at $374K in Q2 2021.
  • 504 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2021.

Based on Great Valley Advisor Group's 13F filing for Q3 2021, filed 14 Oct 2021.