Jamison Private Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Jamison Private Wealth 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 Q4	–	Sell	-429	Closed	-$37.2K	–	427
2024 Q3	$37.2K	Buy	429 +1	+0.2%	+$70	0.01%	266
2024 Q2	$27.8K	Buy	428 +1	+0.2%	+$68	﹤0.01%	273
2024 Q1	$31.9K	Buy	427 +1	+0.2%	+$62	0.01%	275
2023 Q4	$27.2K	Buy	426 +1	+0.2%	+$54	0.01%	261
2023 Q3	$22K	Buy	+425	New	+$24.6K	﹤0.01%	267

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

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

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

Jamison Private Wealth Management's SMG Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q4 2024, closing a stake of 429 shares — an estimated $37.2K sold.

Jamison Private Wealth Management first reported a position in SMG in Q3 2023 and held it in 5 quarters. The position peaked at $37.2K in Q3 2024. 446 funds tracked by Wall St. Rank hold SMG as of Q4 2024.

Jamison Private Wealth Management reported no remaining ScottsMiracle-Gro position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 429 ScottsMiracle-Gro shares in Q4 2024, an estimated $37.2K.
Jamison Private Wealth Management first reported a position in ScottsMiracle-Gro in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's ScottsMiracle-Gro position peaked at $37.2K in Q3 2024.
446 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.