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Next Financial Group’s ScottsMiracle-Gro SMG Stock Holding History

Next Financial Group’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 		$27K Buy
168
+16
+11% +$2.48K ﹤0.01% 1760
2021
Q3 		$23K Sell
152
-100
-40% -$16.4K ﹤0.01% 1750
2021
Q2 		$48K Buy
252
+139
+123% +$30.7K ﹤0.01% 1398
2021
Q1 		$28K Buy
113
+100
+769% +$22.6K ﹤0.01% 1522
2020
Q4 		$3K Sell
13
-30
-70% -$5.14K ﹤0.01% 2130
2020
Q3 		$7K Buy
+43
New +$6.64K ﹤0.01% 1746
2020
Q2 		– Sell
-42
Closed -$4K – 1692
2020
Q1 		$4K Sell
42
-104
-71% -$11.4K ﹤0.01% 1791
2019
Q4 		$16K Sell
146
-36
-20% -$3.68K ﹤0.01% 1612
2019
Q3 		$19K Sell
182
-90
-33% -$9.43K ﹤0.01% 1470
2019
Q2 		$27K Buy
272
+242
+807% +$21.5K ﹤0.01% 1366
2019
Q1 		$2K Sell
30
-242
-89% -$18.2K ﹤0.01% 1488
2018
Q4 		$17K Buy
+272
New +$19.3K ﹤0.01% 1161
2017
Q4 		– Sell
-221
Closed -$22K – 1236
2017
Q3 		$22K Sell
221
-47
-18% -$4.46K 0.01% 946
2017
Q2 		$24K Sell
268
-32
-11% -$2.88K 0.01% 1014
2017
Q1 		$29K Buy
300
+100
+50% +$9.27K 0.01% 917
2016
Q4 		$19K Buy
+200
New +$17.9K ﹤0.01% 1392

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's SMG Position: Q4 2021 in Review

Next Financial Group increased its ScottsMiracle-Gro (SMG) stake by 11% in Q4 2021, buying an estimated $2.48K and bringing the position to 168 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Next Financial Group first reported a position in SMG in Q4 2016 and has held it in 16 quarters since. The position peaked at $48K in Q2 2021. 552 funds tracked by Wall St. Rank hold SMG as of Q4 2021.

  • Next Financial Group held 168 shares of ScottsMiracle-Gro worth $27K as of Q4 2021.
  • Next Financial Group bought 16 ScottsMiracle-Gro shares in Q4 2021, an estimated $2.48K.
  • ScottsMiracle-Gro made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1760 holding.
  • Next Financial Group first reported a position in ScottsMiracle-Gro in Q4 2016 and has held it in 16 quarters since.
  • Next Financial Group's ScottsMiracle-Gro position peaked at $48K in Q2 2021.
  • 552 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.