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SOL Capital Management’s ScottsMiracle-Gro SMG Stock Holding History

SOL Capital 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
2022
Q4 		– Sell
-4,710
Closed -$201K – 285
2022
Q3 		$201K Buy
4,710
+1,910
+68% +$137K 0.04% 252
2022
Q2 		$221K Buy
2,800
+1,150
+70% +$114K 0.04% 246
2022
Q1 		$203K Buy
+1,650
New +$231K 0.04% 254

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SOL Capital Management's SMG Position: Q4 2022 in Review

SOL Capital Management sold out of ScottsMiracle-Gro (SMG) in Q4 2022, closing a stake of 4,710 shares — an estimated $201K sold.

SOL Capital Management first reported a position in SMG in Q1 2022 and held it in 3 quarters. The position peaked at $221K in Q2 2022. 426 funds tracked by Wall St. Rank hold SMG as of Q4 2022.

  • SOL Capital Management reported no remaining ScottsMiracle-Gro position as of Q4 2022 after selling out during the quarter.
  • SOL Capital Management sold 4,710 ScottsMiracle-Gro shares in Q4 2022, an estimated $201K.
  • SOL Capital Management first reported a position in ScottsMiracle-Gro in Q1 2022 and held it in 3 quarters.
  • SOL Capital Management's ScottsMiracle-Gro position peaked at $221K in Q2 2022.
  • 426 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2022.

Based on SOL Capital Management's 13F filing for Q4 2022, filed 24 Jan 2023.