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L. Roy Papp & Associates’s ScottsMiracle-Gro SMG Stock Holding History

L. Roy Papp & Associates’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
2022
Q4 		– Sell
-13,339
Closed -$570K – 169
2022
Q3 		$570K Sell
13,339
-220
-2% -$15.8K 0.09% 113
2022
Q2 		$1.07M Buy
13,559
+170
+1% +$16.8K 0.16% 92
2022
Q1 		$1.65M Sell
13,389
-175
-1% -$24.5K 0.21% 80
2021
Q4 		$2.18M Buy
13,564
+530
+4% +$82K 0.25% 72
2021
Q3 		$1.91M Buy
13,034
+1,744
+15% +$286K 0.24% 76
2021
Q2 		$2.17M Hold
11,290
– – 0.27% 70
2021
Q1 		$2.77M Sell
11,290
-57
-0.5% -$12.9K 0.4% 58
2020
Q4 		$2.26M Buy
11,347
+170
+2% +$29.1K 0.26% 66
2020
Q3 		$1.71M Buy
11,177
+819
+8% +$127K 0.22% 75
2020
Q2 		$1.39M Hold
10,358
– – 0.2% 82
2020
Q1 		$1.06M Hold
10,358
– – 0.19% 86
2019
Q4 		$1.1M Hold
10,358
– – 0.16% 91
2019
Q3 		$1.05M Hold
10,358
– – 0.17% 92
2019
Q2 		$1.02M Hold
10,358
– – 0.16% 97
2019
Q1 		$814K Hold
10,358
– – 0.15% 90
2018
Q4 		$637K Sell
10,358
-58
-0.6% -$4.13K 0.13% 97
2018
Q3 		$820K Hold
10,416
– – 0.15% 94
2018
Q2 		$866K Hold
10,416
– – 0.16% 91
2018
Q1 		$893K Hold
10,416
– – 0.17% 91
2017
Q4 		$1.11M Buy
10,416
+565
+6% +$56.4K 0.22% 80
2017
Q3 		$959K Buy
9,851
+2,804
+40% +$266K 0.21% 76
2017
Q2 		$630K Buy
+7,047
New +$635K 0.14% 99

Other funds holding SMG

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

L. Roy Papp & Associates's SMG Position: Q4 2022 in Review

L. Roy Papp & Associates sold out of ScottsMiracle-Gro (SMG) in Q4 2022, closing a stake of 13,339 shares — an estimated $570K sold.

L. Roy Papp & Associates first reported a position in SMG in Q2 2017 and held it in 22 quarters. The position peaked at $2.77M in Q1 2021. 425 funds tracked by Wall St. Rank hold SMG as of Q4 2022.

  • L. Roy Papp & Associates reported no remaining ScottsMiracle-Gro position as of Q4 2022 after selling out during the quarter.
  • L. Roy Papp & Associates sold 13,339 ScottsMiracle-Gro shares in Q4 2022, an estimated $570K.
  • L. Roy Papp & Associates first reported a position in ScottsMiracle-Gro in Q2 2017 and held it in 22 quarters.
  • L. Roy Papp & Associates's ScottsMiracle-Gro position peaked at $2.77M in Q1 2021.
  • 425 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2022.

Based on L. Roy Papp & Associates's 13F filing for Q4 2022, filed 17 Jan 2023.