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Simplicity Wealth’s ScottsMiracle-Gro SMG Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-71,412
Closed -$4.65M – 1088
2024
Q2 		$4.65M Buy
71,412
+7,644
+12% +$523K 0.11% 190
2024
Q1 		$4.76M Buy
+63,768
New +$3.96M 0.11% 181

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Wealth's SMG Position: Q3 2024 in Review

Simplicity Wealth sold out of ScottsMiracle-Gro (SMG) in Q3 2024, closing a stake of 71,412 shares — an estimated $4.65M sold.

Simplicity Wealth first reported a position in SMG in Q1 2024 and held it in 2 quarters. The position peaked at $4.76M in Q1 2024. 462 funds tracked by Wall St. Rank hold SMG as of Q3 2024.

  • Simplicity Wealth reported no remaining ScottsMiracle-Gro position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 71,412 ScottsMiracle-Gro shares in Q3 2024, an estimated $4.65M.
  • Simplicity Wealth first reported a position in ScottsMiracle-Gro in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's ScottsMiracle-Gro position peaked at $4.76M in Q1 2024.
  • 462 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.