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Steward Financial Group’s ScottsMiracle-Gro SMG Stock Holding History

Steward Financial Group’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
Q3 		$0 Buy
+5
New +$290 ﹤0.01% 1543
2022
Q3 		– Sell
-100
Closed -$7K – 1129
2022
Q2 		$7K Hold
100
– – 0.01% 296
2022
Q1 		$12K Hold
100
– – 0.01% 197
2021
Q4 		$16K Buy
+100
New +$15.5K 0.01% 135

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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
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

Steward Financial Group's SMG Position: Q3 2023 in Review

Steward Financial Group opened a new position in ScottsMiracle-Gro (SMG) in Q3 2023: 5 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1543 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SMG as recently as Q2 2022.

Steward Financial Group first reported a position in SMG in Q4 2021 and has held it in 4 quarters since. The position peaked at $16K in Q4 2021. 402 funds tracked by Wall St. Rank hold SMG as of Q3 2023.

  • Steward Financial Group held 5 shares of ScottsMiracle-Gro worth $0 as of Q3 2023.
  • ScottsMiracle-Gro was a new Steward Financial Group position in Q3 2023.
  • ScottsMiracle-Gro made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1543 holding.
  • Steward Financial Group first reported a position in ScottsMiracle-Gro in Q4 2021 and has held it in 4 quarters since.
  • Steward Financial Group's ScottsMiracle-Gro position peaked at $16K in Q4 2021.
  • 402 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.