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Pathstone Family Office’s ScottsMiracle-Gro SMG Stock Holding History

Pathstone Family Office’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 		$292K Buy
+5,648
New +$327K ﹤0.01% 1322

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
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Pathstone Family Office's SMG Position: Q3 2023 in Review

Pathstone Family Office opened a new position in ScottsMiracle-Gro (SMG) in Q3 2023: 5,648 shares worth $292K. The stake represents ﹤0.01% of the portfolio and ranks #1322 among its holdings.

402 funds tracked by Wall St. Rank hold SMG as of Q3 2023.

  • Pathstone Family Office held 5,648 shares of ScottsMiracle-Gro worth $292K as of Q3 2023.
  • ScottsMiracle-Gro was a new Pathstone Family Office position in Q3 2023.
  • ScottsMiracle-Gro made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1322 holding.
  • 402 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.