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Ruedi Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Ruedi Wealth 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
2025
Q1 		– Sell
-38
Closed -$2.52K – 338
2024
Q4 		$2.52K Hold
38
– – ﹤0.01% 253
2024
Q3 		$3.29K Sell
38
-37
-49% -$2.6K ﹤0.01% 246
2024
Q2 		$4.88K Buy
+75
New +$5.13K ﹤0.01% 252

Other funds holding SMG

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Ruedi Wealth Management's SMG Position: Q1 2025 in Review

Ruedi Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q1 2025, closing a stake of 38 shares — an estimated $2.52K sold.

Ruedi Wealth Management first reported a position in SMG in Q2 2024 and held it in 3 quarters. The position peaked at $4.88K in Q2 2024. 441 funds tracked by Wall St. Rank hold SMG as of Q1 2025.

  • Ruedi Wealth Management reported no remaining ScottsMiracle-Gro position as of Q1 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 38 ScottsMiracle-Gro shares in Q1 2025, an estimated $2.52K.
  • Ruedi Wealth Management first reported a position in ScottsMiracle-Gro in Q2 2024 and held it in 3 quarters.
  • Ruedi Wealth Management's ScottsMiracle-Gro position peaked at $4.88K in Q2 2024.
  • 441 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2025.

Based on Ruedi Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.