Shine Investment Advisory Services’s ScottsMiracle-Gro SMG Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$55K	Hold	357	–	–	0.02%	281
2020 Q2	$48K	Hold	357	–	–	0.02%	296
2020 Q1	$37K	Hold	357	–	–	0.02%	314
2019 Q4	$38K	Sell	357 -153	-30%	-$15.6K	0.02%	379
2019 Q3	$52K	Hold	510	–	–	0.02%	296
2019 Q2	$50K	Hold	510	–	–	0.02%	301
2019 Q1	$40K	Buy	510 +263	+106%	+$19.8K	0.02%	348
2018 Q4	$15K	Hold	247	–	–	0.01%	474
2018 Q3	$19K	Hold	247	–	–	0.01%	455
2018 Q2	$21K	Hold	247	–	–	0.01%	447
2018 Q1	$21K	Hold	247	–	–	0.01%	449
2017 Q4	$26K	Hold	247	–	–	0.01%	413
2017 Q3	$24K	Hold	247	–	–	0.01%	421
2017 Q2	$22K	Buy	+247	New	+$22.3K	0.01%	419

Other funds holding SMG

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

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

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

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

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Shine Investment Advisory Services's SMG Position: Q3 2020 in Review

Shine Investment Advisory Services held its ScottsMiracle-Gro (SMG) position steady in Q3 2020 at 357 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #281.

Shine Investment Advisory Services first reported a position in SMG in Q2 2017 and has held it in 14 quarters since. 472 funds tracked by Wall St. Rank hold SMG as of Q3 2020.

Shine Investment Advisory Services held 357 shares of ScottsMiracle-Gro worth $55K as of Q3 2020.
Shine Investment Advisory Services left its ScottsMiracle-Gro share count unchanged in Q3 2020.
ScottsMiracle-Gro made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #281 holding.
Shine Investment Advisory Services first reported a position in ScottsMiracle-Gro in Q2 2017 and has held it in 14 quarters since.
472 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.