Heritage Wealth Management (Arizona)’s ScottsMiracle-Gro SMG Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	$227K	Sell	3,487 -362	-9%	-$24.8K	0.13%	154
2024 Q1	$287K	Sell	3,849 -105	-3%	-$6.52K	0.15%	127
2023 Q4	$252K	Buy	+3,954	New	+$214K	0.14%	134
2022 Q4	$493K	Buy	10,153 +6,370	+168%	+$319K	0.07%	216
2022 Q3	$162K	Sell	3,783 -648	-15%	-$46.5K	0.05%	269
2022 Q2	$350K	Buy	4,431 +604	+16%	+$59.7K	0.12%	133
2022 Q1	$471K	Buy	+3,827	New	+$535K	0.13%	124
2021 Q3	$268K	Buy	1,833 +328	+22%	+$53.7K	0.1%	170
2021 Q2	$289K	Buy	1,505 +838	+126%	+$185K	0.11%	157
2021 Q1	$163K	Buy	+667	New	+$151K	0.09%	192

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

EARNEST Partners

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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

T. Rowe Price Associates

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return