PFS Investments’s ScottsMiracle-Gro SMG Stock Holding History

PFS 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
2021 Q3	–	Sell	-2,447	Closed	-$449K	–	392
2021 Q2	$449K	Buy	+2,447	New	+$540K	0.01%	353

Other funds holding SMG

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PFS Investments's SMG Position: Q3 2021 in Review

PFS Investments sold out of ScottsMiracle-Gro (SMG) in Q3 2021, closing a stake of 2,447 shares — an estimated $449K sold.

PFS Investments first reported a position in SMG in Q2 2021 and held it in 1 quarter. The position peaked at $449K in Q2 2021. 504 funds tracked by Wall St. Rank hold SMG as of Q3 2021.

PFS Investments reported no remaining ScottsMiracle-Gro position as of Q3 2021 after selling out during the quarter.
PFS Investments sold 2,447 ScottsMiracle-Gro shares in Q3 2021, an estimated $449K.
PFS Investments first reported a position in ScottsMiracle-Gro in Q2 2021 and held it in 1 quarter.
PFS Investments's ScottsMiracle-Gro position peaked at $449K in Q2 2021.
504 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2021.

Based on PFS Investments's 13F filing for Q3 2021, filed 15 Nov 2021.