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MOTCO’s ScottsMiracle-Gro SMG Stock Holding History

MOTCO’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
-1
Closed -$63 – 943
2023
Q2 		$63 Buy
+1
New +$67 ﹤0.01% 1012
2021
Q1 		– Sell
-155
Closed -$31K – 775
2020
Q4 		$31K Buy
+155
New +$26.6K ﹤0.01% 396
2019
Q3 		– Sell
-207
Closed -$20K – 717
2019
Q2 		$20K Buy
+207
New +$18.4K ﹤0.01% 488
2014
Q2 		– Sell
-183
Closed -$11K – 588
2014
Q1 		$11K Hold
183
– – ﹤0.01% 431
2013
Q4 		$11K Hold
183
– – ﹤0.01% 442
2013
Q3 		$10K Hold
183
– – ﹤0.01% 446
2013
Q2 		$9K Buy
+183
New +$8.51K ﹤0.01% 472

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MOTCO's SMG Position: Q3 2023 in Review

MOTCO sold out of ScottsMiracle-Gro (SMG) in Q3 2023, closing a stake of 1 share — an estimated $63 sold.

MOTCO first reported a position in SMG in Q2 2013 and held it in 7 quarters. The position peaked at $31K in Q4 2020. 402 funds tracked by Wall St. Rank hold SMG as of Q3 2023.

  • MOTCO reported no remaining ScottsMiracle-Gro position as of Q3 2023 after selling out during the quarter.
  • MOTCO sold 1 ScottsMiracle-Gro share in Q3 2023, an estimated $63.
  • MOTCO first reported a position in ScottsMiracle-Gro in Q2 2013 and held it in 7 quarters.
  • MOTCO's ScottsMiracle-Gro position peaked at $31K in Q4 2020.
  • 402 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2023.

Based on MOTCO's 13F filing for Q3 2023, filed 7 Nov 2023.