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Probity Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Probity 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
2022
Q3 		– Sell
-6,218
Closed -$491K – 180
2022
Q2 		$491K Buy
6,218
+1,483
+31% +$147K 0.11% 121
2022
Q1 		$582K Buy
4,735
+2,575
+119% +$360K 0.12% 115
2021
Q4 		$348K Buy
+2,160
New +$334K 0.07% 160

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Probity Advisors's SMG Position: Q3 2022 in Review

Probity Advisors sold out of ScottsMiracle-Gro (SMG) in Q3 2022, closing a stake of 6,218 shares — an estimated $491K sold.

Probity Advisors first reported a position in SMG in Q4 2021 and held it in 3 quarters. The position peaked at $582K in Q1 2022. 415 funds tracked by Wall St. Rank hold SMG as of Q3 2022.

  • Probity Advisors reported no remaining ScottsMiracle-Gro position as of Q3 2022 after selling out during the quarter.
  • Probity Advisors sold 6,218 ScottsMiracle-Gro shares in Q3 2022, an estimated $491K.
  • Probity Advisors first reported a position in ScottsMiracle-Gro in Q4 2021 and held it in 3 quarters.
  • Probity Advisors's ScottsMiracle-Gro position peaked at $582K in Q1 2022.
  • 415 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2022.

Based on Probity Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.