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Rockbridge Investment Management’s ScottsMiracle-Gro SMG Stock Holding History

Rockbridge Investment Management’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
Q4 		– Sell
-6
Closed -$1K – 823
2021
Q3 		$1K Buy
+6
New +$983 ﹤0.01% 723

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First Eagle Investment Management
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Macquarie Group
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State Street
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Massachusetts Financial Services
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Fisher Asset Management
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rockbridge Investment Management's SMG Position: Q4 2021 in Review

Rockbridge Investment Management sold out of ScottsMiracle-Gro (SMG) in Q4 2021, closing a stake of 6 shares — an estimated $1K sold.

Rockbridge Investment Management first reported a position in SMG in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 552 funds tracked by Wall St. Rank hold SMG as of Q4 2021.

  • Rockbridge Investment Management reported no remaining ScottsMiracle-Gro position as of Q4 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 6 ScottsMiracle-Gro shares in Q4 2021, an estimated $1K.
  • Rockbridge Investment Management first reported a position in ScottsMiracle-Gro in Q3 2021 and held it in 1 quarter.
  • Rockbridge Investment Management's ScottsMiracle-Gro position peaked at $1K in Q3 2021.
  • 552 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2021.

Based on Rockbridge Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.