Horan Securities’s ScottsMiracle-Gro SMG Stock Holding History

Horan Securities’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 Q3	–	Sell	-109	Closed	-$6.83K	–	564
2023 Q2	$6.83K	Hold	109	–	–	﹤0.01%	436
2023 Q1	$7.6K	Hold	109	–	–	﹤0.01%	420
2022 Q4	$5.3K	Hold	109	–	–	﹤0.01%	441
2022 Q3	$5K	Hold	109	–	–	﹤0.01%	409
2022 Q2	$9K	Buy	+109	New	+$10.8K	0.01%	350

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

Horan Securities's SMG Position: Q3 2023 in Review

Horan Securities sold out of ScottsMiracle-Gro (SMG) in Q3 2023, closing a stake of 109 shares — an estimated $6.83K sold.

Horan Securities first reported a position in SMG in Q2 2022 and held it in 5 quarters. The position peaked at $9K in Q2 2022. 402 funds tracked by Wall St. Rank hold SMG as of Q3 2023.

Horan Securities reported no remaining ScottsMiracle-Gro position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 109 ScottsMiracle-Gro shares in Q3 2023, an estimated $6.83K.
Horan Securities first reported a position in ScottsMiracle-Gro in Q2 2022 and held it in 5 quarters.
Horan Securities's ScottsMiracle-Gro position peaked at $9K in Q2 2022.
402 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.