Institutional & Family Asset Management’s ScottsMiracle-Gro SMG Stock Holding History

Institutional & Family Asset Management’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	$3.84K	Hold	59	–	–	﹤0.01%	530
2024 Q1	$4.4K	Hold	59	–	–	﹤0.01%	510
2023 Q4	$3.76K	Buy	59 +2	+4%	+$108	﹤0.01%	516
2023 Q3	$2.95K	Hold	57	–	–	﹤0.01%	527
2023 Q2	$3.57K	Hold	57	–	–	﹤0.01%	518
2023 Q1	$3.98K	Hold	57	–	–	﹤0.01%	504
2022 Q4	$2.77K	Sell	57 -6	-10%	-$301	﹤0.01%	533
2022 Q3	$3K	Hold	63	–	–	﹤0.01%	559
2022 Q2	$5K	Hold	63	–	–	﹤0.01%	500
2022 Q1	$8K	Hold	63	–	–	﹤0.01%	477
2021 Q4	$10K	Hold	63	–	–	﹤0.01%	449
2021 Q3	$9K	Hold	63	–	–	﹤0.01%	567
2021 Q2	$12K	Hold	63	–	–	﹤0.01%	565
2021 Q1	$15K	Sell	63 -37	-37%	-$8.38K	﹤0.01%	520
2020 Q4	$20K	Hold	100	–	–	﹤0.01%	444
2020 Q3	$15K	Sell	100 -29	-22%	-$4.48K	﹤0.01%	436
2020 Q2	$17K	Sell	129 -65	-34%	-$8.39K	﹤0.01%	417
2020 Q1	$20K	Hold	194	–	–	﹤0.01%	372
2019 Q4	$21K	Hold	194	–	–	﹤0.01%	428
2019 Q3	$20K	Hold	194	–	–	﹤0.01%	406
2019 Q2	$19K	Hold	194	–	–	﹤0.01%	430
2019 Q1	$15K	Hold	194	–	–	﹤0.01%	452
2018 Q4	$12K	Buy	194 +59	+44%	+$4.2K	﹤0.01%	449
2018 Q3	$11K	Hold	135	–	–	﹤0.01%	523
2018 Q2	$11K	Hold	135	–	–	﹤0.01%	517
2018 Q1	$12K	Buy	+135	New	+$12.9K	﹤0.01%	477

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

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

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 $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Institutional & Family Asset Management's SMG Position: Q2 2024 in Review

Institutional & Family Asset Management held its ScottsMiracle-Gro (SMG) position steady in Q2 2024 at 59 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Institutional & Family Asset Management first reported a position in SMG in Q1 2018 and has held it in 26 quarters since. The position peaked at $21K in Q4 2019. 441 funds tracked by Wall St. Rank hold SMG as of Q2 2024.

Institutional & Family Asset Management held 59 shares of ScottsMiracle-Gro worth $3.84K as of Q2 2024.
Institutional & Family Asset Management left its ScottsMiracle-Gro share count unchanged in Q2 2024.
ScottsMiracle-Gro made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #530 holding.
Institutional & Family Asset Management first reported a position in ScottsMiracle-Gro in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's ScottsMiracle-Gro position peaked at $21K in Q4 2019.
441 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.