OI
SMG icon

Oakbrook Investments’s ScottsMiracle-Gro SMG Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-2,800
Closed -$297K – 446
2019
Q4 		$297K Hold
2,800
– – 0.06% 464
2019
Q3 		$285K Buy
+2,800
New +$293K 0.02% 500
2017
Q2 		– Sell
-3,900
Closed -$364K – 577
2017
Q1 		$364K Buy
3,900
+1,500
+63% +$139K 0.02% 399
2016
Q4 		$229K Sell
2,400
-2,150
-47% -$193K 0.02% 510
2016
Q3 		$379K Hold
4,550
– – 0.02% 413
2016
Q2 		$318K Buy
4,550
+500
+12% +$34.7K 0.02% 449
2016
Q1 		$295K Sell
4,050
-500
-11% -$34K 0.02% 437
2015
Q4 		$294K Buy
4,550
+100
+2% +$6.63K 0.02% 444
2015
Q3 		$271K Buy
4,450
+100
+2% +$6.18K 0.02% 459
2015
Q2 		$258K Buy
4,350
+100
+2% +$6.34K 0.02% 477
2015
Q1 		$285K Buy
4,250
+200
+5% +$13K 0.02% 475
2014
Q4 		$252K Hold
4,050
– – 0.01% 495
2014
Q3 		$223K Buy
+4,050
New +$228K 0.01% 486
2014
Q2 		– Sell
-4,350
Closed -$267K – 640
2014
Q1 		$267K Sell
4,350
-100
-2% -$5.94K 0.01% 512
2013
Q4 		$277K Buy
+4,450
New +$260K 0.01% 513

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return