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Independent Advisor Alliance’s ScottsMiracle-Gro SMG Stock Holding History

Independent Advisor Alliance’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 		– Sell
-11,305
Closed -$980K – 1372
2024
Q3 		$980K Buy
+11,305
New +$794K 0.04% 335
2020
Q1 		– Sell
-8,336
Closed -$885K – 793
2019
Q4 		$885K Buy
8,336
+207
+3% +$21.2K 0.04% 396
2019
Q3 		$828K Buy
+8,129
New +$851K 0.1% 180
2017
Q2 		– Sell
-3,509
Closed -$323K – 382
2017
Q1 		$323K Buy
+3,509
New +$325K 0.05% 285

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Advisor Alliance's SMG Position: Q4 2024 in Review

Independent Advisor Alliance sold out of ScottsMiracle-Gro (SMG) in Q4 2024, closing a stake of 11,305 shares — an estimated $980K sold.

Independent Advisor Alliance first reported a position in SMG in Q1 2017 and held it in 4 quarters. The position peaked at $980K in Q3 2024. 446 funds tracked by Wall St. Rank hold SMG as of Q4 2024.

  • Independent Advisor Alliance reported no remaining ScottsMiracle-Gro position as of Q4 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,305 ScottsMiracle-Gro shares in Q4 2024, an estimated $980K.
  • Independent Advisor Alliance first reported a position in ScottsMiracle-Gro in Q1 2017 and held it in 4 quarters.
  • Independent Advisor Alliance's ScottsMiracle-Gro position peaked at $980K in Q3 2024.
  • 446 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2024.

Based on Independent Advisor Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.