Sterling Investment Advisors (Pennsylvania)’s ScottsMiracle-Gro SMG Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-22	Closed	-$2K	–	442
2022 Q2	$2K	Hold	22	–	–	﹤0.01%	514
2022 Q1	$3K	Hold	22	–	–	﹤0.01%	527
2021 Q4	$4K	Hold	22	–	–	﹤0.01%	508
2021 Q3	$3K	Hold	22	–	–	﹤0.01%	524
2021 Q2	$4K	Hold	22	–	–	﹤0.01%	477
2021 Q1	$5K	Hold	22	–	–	﹤0.01%	452
2020 Q4	$4K	Hold	22	–	–	﹤0.01%	416
2020 Q3	$3K	Hold	22	–	–	﹤0.01%	404
2020 Q2	$2K	Hold	22	–	–	﹤0.01%	402
2020 Q1	$2K	Hold	22	–	–	﹤0.01%	374
2019 Q4	$2K	Hold	22	–	–	﹤0.01%	386
2019 Q3	$2K	Hold	22	–	–	﹤0.01%	392
2019 Q2	$2K	Hold	22	–	–	﹤0.01%	396
2019 Q1	$2K	Hold	22	–	–	﹤0.01%	391
2018 Q4	$1K	Hold	22	–	–	﹤0.01%	394
2018 Q3	$2K	Buy	+22	New	+$1.73K	﹤0.01%	414

Other funds holding SMG

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SMG Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of ScottsMiracle-Gro (SMG) in Q3 2022, closing a stake of 22 shares — an estimated $2K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SMG in Q3 2018 and held it in 16 quarters. The position peaked at $5K in Q1 2021. 416 funds tracked by Wall St. Rank hold SMG as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining ScottsMiracle-Gro position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 22 ScottsMiracle-Gro shares in Q3 2022, an estimated $2K.
Sterling Investment Advisors (Pennsylvania) first reported a position in ScottsMiracle-Gro in Q3 2018 and held it in 16 quarters.
Sterling Investment Advisors (Pennsylvania)'s ScottsMiracle-Gro position peaked at $5K in Q1 2021.
416 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.