Harvest Fund Management’s ScottsMiracle-Gro SMG Stock Holding History

Harvest Fund 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
2023 Q2	–	Sell	-2,915	Closed	-$203K	–	765
2023 Q1	$203K	Sell	2,915 -1,102	-27%	-$79.3K	0.04%	206
2022 Q4	$195K	Buy	+4,017	New	+$201K	0.05%	220
2022 Q1	–	Sell	-123	Closed	-$19K	–	791
2021 Q4	$19K	Buy	+123	New	+$19K	﹤0.01%	618
2021 Q2	–	Sell	-656	Closed	-$160K	–	832
2021 Q1	$160K	Buy	656 +266	+68%	+$60.2K	0.02%	174
2020 Q4	$77K	Buy	+390	New	+$66.9K	0.01%	304
2019 Q4	–	Sell	-1,445	Closed	-$147K	–	471
2019 Q3	$147K	Buy	+1,445	New	+$151K	0.02%	155
2017 Q2	–	Sell	-797	Closed	-$74K	–	234
2017 Q1	$74K	Hold	797	–	–	0.01%	111
2016 Q4	$76K	Buy	+797	New	+$71.5K	0.02%	126

Other funds holding SMG

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Fund Management's SMG Position: Q2 2023 in Review

Harvest Fund Management sold out of ScottsMiracle-Gro (SMG) in Q2 2023, closing a stake of 2,915 shares — an estimated $203K sold.

Harvest Fund Management first reported a position in SMG in Q4 2016 and held it in 8 quarters. The position peaked at $203K in Q1 2023. 431 funds tracked by Wall St. Rank hold SMG as of Q2 2023.

Harvest Fund Management reported no remaining ScottsMiracle-Gro position as of Q2 2023 after selling out during the quarter.
Harvest Fund Management sold 2,915 ScottsMiracle-Gro shares in Q2 2023, an estimated $203K.
Harvest Fund Management first reported a position in ScottsMiracle-Gro in Q4 2016 and held it in 8 quarters.
Harvest Fund Management's ScottsMiracle-Gro position peaked at $203K in Q1 2023.
431 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2023.

Based on Harvest Fund Management's 13F filing for Q2 2023, filed 7 Jul 2023.