Plante Moran Financial Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Plante Moran Financial Advisors’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
2025 Q1	–	Sell	-60	Closed	-$3.98K	–	943
2024 Q4	$3.98K	Buy	+60	New	+$4.74K	﹤0.01%	720
2022 Q1	–	Sell	-51	Closed	-$8K	–	986
2021 Q4	$8K	Sell	51 -38	-43%	-$5.88K	﹤0.01%	736
2021 Q3	$13K	Sell	89 -46	-34%	-$7.54K	﹤0.01%	649
2021 Q2	$26K	Buy	+135	New	+$29.8K	0.01%	512
2021 Q1	–	Sell	-2	Closed	–	–	1113
2020 Q4	$0	Sell	2 -72	-97%	-$12.3K	﹤0.01%	981
2020 Q3	$11K	Buy	+74	New	+$11.4K	﹤0.01%	597
2019 Q4	–	Sell	-600	Closed	-$61K	–	886
2019 Q3	$61K	Buy	+600	New	+$62.8K	0.02%	313
2019 Q1	–	Sell	-17	Closed	-$1K	–	921
2018 Q4	$1K	Buy	+17	New	+$1.21K	﹤0.01%	833
2018 Q2	–	Sell	-9	Closed	-$1K	–	956
2018 Q1	$1K	Sell	9 -10	-53%	-$952	﹤0.01%	913
2017 Q4	$2K	Hold	19	–	–	﹤0.01%	799
2017 Q3	$2K	Buy	+19	New	+$1.8K	﹤0.01%	734

Other funds holding SMG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return

Plante Moran Financial Advisors's SMG Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of ScottsMiracle-Gro (SMG) in Q1 2025, closing a stake of 60 shares — an estimated $3.98K sold.

Plante Moran Financial Advisors first reported a position in SMG in Q3 2017 and held it in 11 quarters. The position peaked at $61K in Q3 2019. 443 funds tracked by Wall St. Rank hold SMG as of Q1 2025.

Plante Moran Financial Advisors reported no remaining ScottsMiracle-Gro position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 60 ScottsMiracle-Gro shares in Q1 2025, an estimated $3.98K.
Plante Moran Financial Advisors first reported a position in ScottsMiracle-Gro in Q3 2017 and held it in 11 quarters.
Plante Moran Financial Advisors's ScottsMiracle-Gro position peaked at $61K in Q3 2019.
443 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.