Surevest’s ScottsMiracle-Gro SMG Stock Holding History

Surevest’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	-11	Closed	-$1K	–	579
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	530
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	500
2021 Q4	$2K	Buy	+11	New	+$1.7K	﹤0.01%	422

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 $59B AUM 32.99% 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 $295B AUM 31.6% 1-Year Est. Return

Surevest's SMG Position: Q3 2022 in Review

Surevest sold out of ScottsMiracle-Gro (SMG) in Q3 2022, closing a stake of 11 shares — an estimated $1K sold.

Surevest first reported a position in SMG in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 415 funds tracked by Wall St. Rank hold SMG as of Q3 2022.

Surevest reported no remaining ScottsMiracle-Gro position as of Q3 2022 after selling out during the quarter.
Surevest sold 11 ScottsMiracle-Gro shares in Q3 2022, an estimated $1K.
Surevest first reported a position in ScottsMiracle-Gro in Q4 2021 and held it in 3 quarters.
Surevest's ScottsMiracle-Gro position peaked at $2K in Q4 2021.
415 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.