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Strategic Investment Solutions’s ScottsMiracle-Gro SMG Stock Holding History

Strategic Investment Solutions’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
-125
Closed -$18.3K – 691
2024
Q2 		$18.3K Buy
+125
New +$8.55K 0.01% 272
2023
Q4 		– Sell
-1,575
Closed -$91.2K – 1178
2023
Q3 		$91.2K Buy
1,575
+1,500
+2,000% +$86.9K ﹤0.01% 562
2023
Q2 		$4.77K Hold
75
– – ﹤0.01% 658
2023
Q1 		$5.23K Buy
+75
New +$5.39K ﹤0.01% 751

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
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

Strategic Investment Solutions's SMG Position: Q3 2024 in Review

Strategic Investment Solutions sold out of ScottsMiracle-Gro (SMG) in Q3 2024, closing a stake of 125 shares — an estimated $18.3K sold.

Strategic Investment Solutions first reported a position in SMG in Q1 2023 and held it in 4 quarters. The position peaked at $91.2K in Q3 2023. 462 funds tracked by Wall St. Rank hold SMG as of Q3 2024.

  • Strategic Investment Solutions reported no remaining ScottsMiracle-Gro position as of Q3 2024 after selling out during the quarter.
  • Strategic Investment Solutions sold 125 ScottsMiracle-Gro shares in Q3 2024, an estimated $18.3K.
  • Strategic Investment Solutions first reported a position in ScottsMiracle-Gro in Q1 2023 and held it in 4 quarters.
  • Strategic Investment Solutions's ScottsMiracle-Gro position peaked at $91.2K in Q3 2023.
  • 462 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2024.

Based on Strategic Investment Solutions's 13F filing for Q3 2024, filed 23 Oct 2024.