SPC
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Sigma Planning Corp’s ScottsMiracle-Gro SMG Stock Holding History

Sigma Planning Corp’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
2023
Q2 		– Sell
-3,192
Closed -$223K – 1340
2023
Q1 		$223K Buy
+3,192
New +$230K 0.01% 1127
2022
Q3 		– Sell
-3,823
Closed -$302K – 1338
2022
Q2 		$302K Buy
3,823
+77
+2% +$7.61K 0.01% 984
2022
Q1 		$461K Buy
3,746
+1,333
+55% +$187K 0.01% 874
2021
Q4 		$389K Buy
2,413
+24
+1% +$3.71K 0.01% 958
2021
Q3 		$350K Buy
2,389
+127
+6% +$20.8K 0.01% 978
2021
Q2 		$434K Sell
2,262
-277
-11% -$61.1K 0.01% 893
2021
Q1 		$622K Buy
2,539
+265
+12% +$60K 0.02% 684
2020
Q4 		$453K Sell
2,274
-110
-5% -$18.9K 0.02% 736
2020
Q3 		$365K Buy
2,384
+751
+46% +$116K 0.01% 726
2020
Q2 		$220K Sell
1,633
-971
-37% -$125K 0.01% 904
2020
Q1 		$267K Sell
2,604
-339
-12% -$37.3K 0.02% 691
2019
Q4 		$313K Buy
2,943
+71
+2% +$7.26K 0.01% 779
2019
Q3 		$292K Buy
2,872
+146
+5% +$15.3K 0.01% 775
2019
Q2 		$269K Buy
2,726
+71
+3% +$6.32K 0.01% 788
2019
Q1 		$209K Buy
+2,655
New +$200K 0.01% 837

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sigma Planning Corp's SMG Position: Q2 2023 in Review

Sigma Planning Corp sold out of ScottsMiracle-Gro (SMG) in Q2 2023, closing a stake of 3,192 shares — an estimated $223K sold.

Sigma Planning Corp first reported a position in SMG in Q1 2019 and held it in 15 quarters. The position peaked at $622K in Q1 2021. 431 funds tracked by Wall St. Rank hold SMG as of Q2 2023.

  • Sigma Planning Corp reported no remaining ScottsMiracle-Gro position as of Q2 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 3,192 ScottsMiracle-Gro shares in Q2 2023, an estimated $223K.
  • Sigma Planning Corp first reported a position in ScottsMiracle-Gro in Q1 2019 and held it in 15 quarters.
  • Sigma Planning Corp's ScottsMiracle-Gro position peaked at $622K in Q1 2021.
  • 431 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.