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Groesbeck Investment Management’s ScottsMiracle-Gro SMG Stock Holding History

Groesbeck Investment Management’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
2022
Q4 		– Sell
-3,955
Closed -$312K – 86
2022
Q3 		$312K Hold
3,955
– – 0.51% 67
2022
Q2 		$312K Buy
3,955
+972
+33% +$96.1K 0.51% 67
2022
Q1 		$367K Hold
2,983
– – 0.41% 82
2021
Q4 		$480K Buy
+2,983
New +$462K 0.61% 55

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Groesbeck Investment Management's SMG Position: Q4 2022 in Review

Groesbeck Investment Management sold out of ScottsMiracle-Gro (SMG) in Q4 2022, closing a stake of 3,955 shares — an estimated $312K sold.

Groesbeck Investment Management first reported a position in SMG in Q4 2021 and held it in 4 quarters. The position peaked at $480K in Q4 2021. 426 funds tracked by Wall St. Rank hold SMG as of Q4 2022.

  • Groesbeck Investment Management reported no remaining ScottsMiracle-Gro position as of Q4 2022 after selling out during the quarter.
  • Groesbeck Investment Management sold 3,955 ScottsMiracle-Gro shares in Q4 2022, an estimated $312K.
  • Groesbeck Investment Management first reported a position in ScottsMiracle-Gro in Q4 2021 and held it in 4 quarters.
  • Groesbeck Investment Management's ScottsMiracle-Gro position peaked at $480K in Q4 2021.
  • 426 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2022.

Based on Groesbeck Investment Management's 13F filing for Q4 2022, filed 1 Feb 2023.