MWM
SMG icon

Meridian Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Meridian 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
2021
Q3 		– Sell
-4,116
Closed -$790K – 406
2021
Q2 		$790K Buy
4,116
+40
+1% +$8.82K 0.1% 170
2021
Q1 		$998K Buy
4,076
+1,851
+83% +$419K 0.15% 139
2020
Q4 		$443K Buy
+2,225
New +$381K 0.07% 203

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Management's SMG Position: Q3 2021 in Review

Meridian Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q3 2021, closing a stake of 4,116 shares — an estimated $790K sold.

Meridian Wealth Management first reported a position in SMG in Q4 2020 and held it in 3 quarters. The position peaked at $998K in Q1 2021. 504 funds tracked by Wall St. Rank hold SMG as of Q3 2021.

  • Meridian Wealth Management reported no remaining ScottsMiracle-Gro position as of Q3 2021 after selling out during the quarter.
  • Meridian Wealth Management sold 4,116 ScottsMiracle-Gro shares in Q3 2021, an estimated $790K.
  • Meridian Wealth Management first reported a position in ScottsMiracle-Gro in Q4 2020 and held it in 3 quarters.
  • Meridian Wealth Management's ScottsMiracle-Gro position peaked at $998K in Q1 2021.
  • 504 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2021.

Based on Meridian Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.