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Joel Isaacson & Co’s ScottsMiracle-Gro SMG Stock Holding History

Joel Isaacson & Co’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
-3,000
Closed -$260K – 386
2024
Q3 		$260K Buy
+3,000
New +$211K 0.01% 311
2024
Q2 		– Sell
-3,000
Closed -$224K – 355
2024
Q1 		$224K Buy
+3,000
New +$186K 0.01% 309

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

Joel Isaacson & Co's SMG Position: Q4 2024 in Review

Joel Isaacson & Co sold out of ScottsMiracle-Gro (SMG) in Q4 2024, closing a stake of 3,000 shares — an estimated $260K sold.

Joel Isaacson & Co first reported a position in SMG in Q1 2024 and held it in 2 quarters. The position peaked at $260K in Q3 2024. 446 funds tracked by Wall St. Rank hold SMG as of Q4 2024.

  • Joel Isaacson & Co reported no remaining ScottsMiracle-Gro position as of Q4 2024 after selling out during the quarter.
  • Joel Isaacson & Co sold 3,000 ScottsMiracle-Gro shares in Q4 2024, an estimated $260K.
  • Joel Isaacson & Co first reported a position in ScottsMiracle-Gro in Q1 2024 and held it in 2 quarters.
  • Joel Isaacson & Co's ScottsMiracle-Gro position peaked at $260K in Q3 2024.
  • 446 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2024.

Based on Joel Isaacson & Co's 13F filing for Q4 2024, filed 28 Jan 2025.