Householder Group Estate & Retirement Specialist’s ScottsMiracle-Gro SMG Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$3K	Sell	54 -25	-32%	-$1.98K	﹤0.01%	460
2024 Q3	$6K	Sell	79 -200	-72%	-$14.1K	﹤0.01%	911
2024 Q2	$18K	Buy	279 +19	+7%	+$1.3K	0.01%	699
2024 Q1	$19.4K	Hold	260	–	–	0.01%	683
2023 Q4	$16K	Hold	260	–	–	0.01%	683
2023 Q3	$13.4K	Buy	+260	New	+$15.1K	﹤0.01%	722
2023 Q1	$19K	Buy	+276	New	+$19.9K	0.01%	649
2022 Q4	–	Sell	-282	Closed	-$12K	–	999
2022 Q3	$12K	Buy	+282	New	+$20.2K	﹤0.01%	691

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 $6.73T AUM 46.02% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SMG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its ScottsMiracle-Gro (SMG) stake by 32% in Q4 2024, selling an estimated $1.98K and leaving 54 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Householder Group Estate & Retirement Specialist first reported a position in SMG in Q3 2022 and has held it in 8 quarters since. The position peaked at $19.4K in Q1 2024. 447 funds tracked by Wall St. Rank hold SMG as of Q4 2024.

Householder Group Estate & Retirement Specialist held 54 shares of ScottsMiracle-Gro worth $3K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 25 ScottsMiracle-Gro shares in Q4 2024, an estimated $1.98K.
ScottsMiracle-Gro made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #460 holding.
Householder Group Estate & Retirement Specialist first reported a position in ScottsMiracle-Gro in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's ScottsMiracle-Gro position peaked at $19.4K in Q1 2024.
447 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.