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Independent Financial Group’s ScottsMiracle-Gro SMG Stock Holding History

Independent Financial Group’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
Q2 		– Sell
-833
Closed -$204K – 730
2021
Q1 		$204K Buy
+833
New +$189K 0.03% 594

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State Street
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
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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

Independent Financial Group's SMG Position: Q2 2021 in Review

Independent Financial Group sold out of ScottsMiracle-Gro (SMG) in Q2 2021, closing a stake of 833 shares — an estimated $204K sold.

Independent Financial Group first reported a position in SMG in Q1 2021 and held it in 1 quarter. The position peaked at $204K in Q1 2021. 529 funds tracked by Wall St. Rank hold SMG as of Q2 2021.

  • Independent Financial Group reported no remaining ScottsMiracle-Gro position as of Q2 2021 after selling out during the quarter.
  • Independent Financial Group sold 833 ScottsMiracle-Gro shares in Q2 2021, an estimated $204K.
  • Independent Financial Group first reported a position in ScottsMiracle-Gro in Q1 2021 and held it in 1 quarter.
  • Independent Financial Group's ScottsMiracle-Gro position peaked at $204K in Q1 2021.
  • 529 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2021.

Based on Independent Financial Group's 13F filing for Q2 2021, filed 15 Jun 2026.