MBFW
SMG icon

Morton Brown Family Wealth’s ScottsMiracle-Gro SMG Stock Holding History

Morton Brown Family Wealth’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
Q1 		– Sell
-300
Closed -$19.1K – 281
2023
Q4 		$19.1K Buy
+300
New +$16.2K 0.01% 144

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morton Brown Family Wealth's SMG Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of ScottsMiracle-Gro (SMG) in Q1 2024, closing a stake of 300 shares — an estimated $19.1K sold.

Morton Brown Family Wealth first reported a position in SMG in Q4 2023 and held it in 1 quarter. The position peaked at $19.1K in Q4 2023. 430 funds tracked by Wall St. Rank hold SMG as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining ScottsMiracle-Gro position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 300 ScottsMiracle-Gro shares in Q1 2024, an estimated $19.1K.
  • Morton Brown Family Wealth first reported a position in ScottsMiracle-Gro in Q4 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's ScottsMiracle-Gro position peaked at $19.1K in Q4 2023.
  • 430 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.