Kelly Financial Services’s ScottsMiracle-Gro SMG Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-20	Closed	-$1.32K	–	643
2024 Q2	$1.32K	Hold	20	–	–	﹤0.01%	630
2024 Q1	$1.51K	Hold	20	–	–	﹤0.01%	630
2023 Q4	$1.29K	Hold	20	–	–	﹤0.01%	632
2023 Q3	$1.05K	Hold	20	–	–	﹤0.01%	615
2023 Q2	$1.27K	Hold	20	–	–	﹤0.01%	585
2023 Q1	$1.42K	Hold	20	–	–	﹤0.01%	554
2022 Q4	$986	Hold	20	–	–	﹤0.01%	567
2022 Q3	$868	Hold	20	–	–	﹤0.01%	581
2022 Q2	$1.6K	Hold	20	–	–	﹤0.01%	524
2022 Q1	$2.5K	Hold	20	–	–	﹤0.01%	504
2021 Q4	$3.27K	Sell	20 -1	-5%	-$155	﹤0.01%	488
2021 Q3	$3.07K	Sell	21 -4,009	-99%	-$657K	﹤0.01%	476
2021 Q2	$21K	Buy	4,030 +4,009	+19,090%	+$884K	﹤0.01%	546
2021 Q1	$5.14K	Hold	21	–	–	﹤0.01%	396
2020 Q4	$4.18K	Hold	21	–	–	﹤0.01%	385
2020 Q3	$3.21K	Hold	21	–	–	﹤0.01%	387
2020 Q2	$2.82K	Hold	21	–	–	﹤0.01%	399
2020 Q1	$2.15K	Sell	21 -12	-36%	-$1.32K	﹤0.01%	381
2019 Q4	$3.5K	Hold	33	–	–	﹤0.01%	351
2019 Q3	$3.36K	Hold	33	–	–	﹤0.01%	337
2019 Q2	$3.25K	Buy	33 +12	+57%	+$1.07K	﹤0.01%	334
2019 Q1	$1.65K	Buy	+21	New	+$1.58K	﹤0.01%	389

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kelly Financial Services's SMG Position: Q3 2024 in Review

Kelly Financial Services sold out of ScottsMiracle-Gro (SMG) in Q3 2024, closing a stake of 20 shares — an estimated $1.32K sold.

Kelly Financial Services first reported a position in SMG in Q1 2019 and held it in 22 quarters. The position peaked at $21K in Q2 2021. 462 funds tracked by Wall St. Rank hold SMG as of Q3 2024.

Kelly Financial Services reported no remaining ScottsMiracle-Gro position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 20 ScottsMiracle-Gro shares in Q3 2024, an estimated $1.32K.
Kelly Financial Services first reported a position in ScottsMiracle-Gro in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's ScottsMiracle-Gro position peaked at $21K in Q2 2021.
462 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.