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Orion Portfolio Solutions’s ScottsMiracle-Gro SMG Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-189
Closed -$25K – 1787
2020
Q2 		$25K Buy
189
+19
+11% +$2.45K ﹤0.01% 887
2020
Q1 		$17K Hold
170
– – ﹤0.01% 899
2019
Q4 		$18K Buy
+170
New +$17.4K ﹤0.01% 810

Other funds holding SMG

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Orion Portfolio Solutions's SMG Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of ScottsMiracle-Gro (SMG) in Q3 2020, closing a stake of 189 shares — an estimated $25K sold.

Orion Portfolio Solutions first reported a position in SMG in Q4 2019 and held it in 3 quarters. The position peaked at $25K in Q2 2020. 472 funds tracked by Wall St. Rank hold SMG as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining ScottsMiracle-Gro position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 189 ScottsMiracle-Gro shares in Q3 2020, an estimated $25K.
  • Orion Portfolio Solutions first reported a position in ScottsMiracle-Gro in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's ScottsMiracle-Gro position peaked at $25K in Q2 2020.
  • 472 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.