SWM
SMG icon

Sugarloaf Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Sugarloaf Wealth 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
2023
Q1 		– Sell
-177
Closed -$8.61K – 772
2022
Q4 		$8.61K Buy
177
+77
+77% +$3.86K ﹤0.01% 513
2022
Q3 		$6K Buy
+100
New +$7.18K ﹤0.01% 598

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sugarloaf Wealth Management's SMG Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q1 2023, closing a stake of 177 shares — an estimated $8.61K sold.

Sugarloaf Wealth Management first reported a position in SMG in Q3 2022 and held it in 2 quarters. The position peaked at $8.61K in Q4 2022. 440 funds tracked by Wall St. Rank hold SMG as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining ScottsMiracle-Gro position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 177 ScottsMiracle-Gro shares in Q1 2023, an estimated $8.61K.
  • Sugarloaf Wealth Management first reported a position in ScottsMiracle-Gro in Q3 2022 and held it in 2 quarters.
  • Sugarloaf Wealth Management's ScottsMiracle-Gro position peaked at $8.61K in Q4 2022.
  • 440 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.