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Halpern Financial’s ScottsMiracle-Gro SMG Stock Holding History

Halpern Financial’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
Q4 		– Sell
-35
Closed -$5.12K – 287
2021
Q3 		$5.12K Hold
35
– – ﹤0.01% 211
2021
Q2 		$6.72K Hold
35
– – ﹤0.01% 168
2021
Q1 		$8.57K Hold
35
– – ﹤0.01% 152
2020
Q4 		$6.97K Hold
35
– – ﹤0.01% 147
2020
Q3 		$5.35K Buy
+35
New +$5.41K ﹤0.01% 152

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Halpern Financial's SMG Position: Q4 2021 in Review

Halpern Financial sold out of ScottsMiracle-Gro (SMG) in Q4 2021, closing a stake of 35 shares — an estimated $5.12K sold.

Halpern Financial first reported a position in SMG in Q3 2020 and held it in 5 quarters. The position peaked at $8.57K in Q1 2021. 552 funds tracked by Wall St. Rank hold SMG as of Q4 2021.

  • Halpern Financial reported no remaining ScottsMiracle-Gro position as of Q4 2021 after selling out during the quarter.
  • Halpern Financial sold 35 ScottsMiracle-Gro shares in Q4 2021, an estimated $5.12K.
  • Halpern Financial first reported a position in ScottsMiracle-Gro in Q3 2020 and held it in 5 quarters.
  • Halpern Financial's ScottsMiracle-Gro position peaked at $8.57K in Q1 2021.
  • 552 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2021.

Based on Halpern Financial's 13F filing for Q4 2021, filed 21 Sep 2023.