Moseley Investment Management’s ScottsMiracle-Gro SMG Stock Holding History

Moseley Investment 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
2023 Q3	–	Sell	-3,695	Closed	-$232K	–	149
2023 Q2	$232K	Buy	3,695 +285	+8%	+$19.1K	0.14%	134
2023 Q1	$238K	Buy	+3,410	New	+$245K	0.15%	131
2022 Q3	–	Sell	-3,652	Closed	-$288K	–	150
2022 Q2	$288K	Buy	3,652 +392	+12%	+$38.7K	0.2%	116
2022 Q1	$401K	Sell	3,260 -223	-6%	-$31.2K	0.22%	108
2021 Q4	$561K	Buy	3,483 +467	+15%	+$72.3K	0.25%	100
2021 Q3	$444K	Buy	3,016 +1,785	+145%	+$293K	0.22%	105
2021 Q2	$236K	Buy	1,231 +140	+13%	+$30.9K	0.12%	160
2021 Q1	$267K	Buy	+1,091	New	+$247K	0.15%	140

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Moseley Investment Management's SMG Position: Q3 2023 in Review

Moseley Investment Management sold out of ScottsMiracle-Gro (SMG) in Q3 2023, closing a stake of 3,695 shares — an estimated $232K sold.

Moseley Investment Management first reported a position in SMG in Q1 2021 and held it in 8 quarters. The position peaked at $561K in Q4 2021. 402 funds tracked by Wall St. Rank hold SMG as of Q3 2023.

Moseley Investment Management reported no remaining ScottsMiracle-Gro position as of Q3 2023 after selling out during the quarter.
Moseley Investment Management sold 3,695 ScottsMiracle-Gro shares in Q3 2023, an estimated $232K.
Moseley Investment Management first reported a position in ScottsMiracle-Gro in Q1 2021 and held it in 8 quarters.
Moseley Investment Management's ScottsMiracle-Gro position peaked at $561K in Q4 2021.
402 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2023.

Based on Moseley Investment Management's 13F filing for Q3 2023, filed 16 Oct 2023.