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Stokes Capital Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Stokes Capital Advisors’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
Q1 		– Sell
-2,620
Closed -$422K – 95
2021
Q4 		$422K Buy
2,620
+30
+1% +$4.64K 0.13% 76
2021
Q3 		$379K Buy
2,590
+370
+17% +$60.6K 0.12% 76
2021
Q2 		$426K Buy
+2,220
New +$490K 0.14% 75

Other funds holding SMG

Kayne Anderson Rudnick Investment Management
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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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Stokes Capital Advisors's SMG Position: Q1 2022 in Review

Stokes Capital Advisors sold out of ScottsMiracle-Gro (SMG) in Q1 2022, closing a stake of 2,620 shares — an estimated $422K sold.

Stokes Capital Advisors first reported a position in SMG in Q2 2021 and held it in 3 quarters. The position peaked at $426K in Q2 2021. 516 funds tracked by Wall St. Rank hold SMG as of Q1 2022.

  • Stokes Capital Advisors reported no remaining ScottsMiracle-Gro position as of Q1 2022 after selling out during the quarter.
  • Stokes Capital Advisors sold 2,620 ScottsMiracle-Gro shares in Q1 2022, an estimated $422K.
  • Stokes Capital Advisors first reported a position in ScottsMiracle-Gro in Q2 2021 and held it in 3 quarters.
  • Stokes Capital Advisors's ScottsMiracle-Gro position peaked at $426K in Q2 2021.
  • 516 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2022.

Based on Stokes Capital Advisors's 13F filing for Q1 2022, filed 10 May 2022.