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McDonald Partners’s ScottsMiracle-Gro SMG Stock Holding History

McDonald Partners’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
2021
Q4 		– Sell
-1,389
Closed -$203K – 698
2021
Q3 		$203K Buy
1,389
+80
+6% +$13.1K 0.05% 284
2021
Q2 		$251K Buy
1,309
+100
+8% +$22.1K 0.06% 266
2021
Q1 		$296K Buy
+1,209
New +$274K 0.08% 238

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First Eagle Investment Management
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Macquarie Group
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State Street
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Massachusetts Financial Services
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Fisher Asset Management
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Northern Trust
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McDonald Partners's SMG Position: Q4 2021 in Review

McDonald Partners sold out of ScottsMiracle-Gro (SMG) in Q4 2021, closing a stake of 1,389 shares — an estimated $203K sold.

McDonald Partners first reported a position in SMG in Q1 2021 and held it in 3 quarters. The position peaked at $296K in Q1 2021. 552 funds tracked by Wall St. Rank hold SMG as of Q4 2021.

  • McDonald Partners reported no remaining ScottsMiracle-Gro position as of Q4 2021 after selling out during the quarter.
  • McDonald Partners sold 1,389 ScottsMiracle-Gro shares in Q4 2021, an estimated $203K.
  • McDonald Partners first reported a position in ScottsMiracle-Gro in Q1 2021 and held it in 3 quarters.
  • McDonald Partners's ScottsMiracle-Gro position peaked at $296K in Q1 2021.
  • 552 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2021.

Based on McDonald Partners's 13F filing for Q4 2021, filed 31 Jan 2022.