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Harvest Investment Services’s ScottsMiracle-Gro SMG Stock Holding History

Harvest Investment Services’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
-5,410
Closed -$1.04M – 325
2021
Q2 		$1.04M Buy
5,410
+944
+21% +$208K 0.44% 58
2021
Q1 		$1.09M Sell
4,466
-23
-0.5% -$5.21K 0.49% 52
2020
Q4 		$893K Buy
4,489
+471
+12% +$80.7K 0.46% 56
2020
Q3 		$614K Sell
4,018
-489
-11% -$75.6K 0.35% 71
2020
Q2 		$606K Buy
+4,507
New +$582K 0.36% 65

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
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

Harvest Investment Services's SMG Position: Q3 2021 in Review

Harvest Investment Services sold out of ScottsMiracle-Gro (SMG) in Q3 2021, closing a stake of 5,410 shares — an estimated $1.04M sold.

Harvest Investment Services first reported a position in SMG in Q2 2020 and held it in 5 quarters. The position peaked at $1.09M in Q1 2021. 504 funds tracked by Wall St. Rank hold SMG as of Q3 2021.

  • Harvest Investment Services reported no remaining ScottsMiracle-Gro position as of Q3 2021 after selling out during the quarter.
  • Harvest Investment Services sold 5,410 ScottsMiracle-Gro shares in Q3 2021, an estimated $1.04M.
  • Harvest Investment Services first reported a position in ScottsMiracle-Gro in Q2 2020 and held it in 5 quarters.
  • Harvest Investment Services's ScottsMiracle-Gro position peaked at $1.09M in Q1 2021.
  • 504 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2021.

Based on Harvest Investment Services's 13F filing for Q3 2021, filed 29 Oct 2021.