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SVB Wealth’s ScottsMiracle-Gro SMG Stock Holding History

SVB Wealth’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
-1,458
Closed -$234K – 835
2021
Q4 		$234K Buy
+1,458
New +$226K ﹤0.01% 648
2021
Q2 		– Sell
-965
Closed -$236K – 1023
2021
Q1 		$236K Buy
+965
New +$219K ﹤0.01% 783
2019
Q1 		– Sell
-4,817
Closed -$296K – 413
2018
Q4 		$296K Sell
4,817
-2,078
-30% -$148K 0.01% 347
2018
Q3 		$543K Buy
6,895
+133
+2% +$10.5K 0.02% 325
2018
Q2 		$562K Sell
6,762
-417
-6% -$34.9K 0.02% 318
2018
Q1 		$616K Buy
7,179
+711
+11% +$67.7K 0.02% 323
2017
Q4 		$692K Buy
6,468
+98
+2% +$9.79K 0.03% 310
2017
Q3 		$620K Buy
6,370
+371
+6% +$35.2K 0.02% 322
2017
Q2 		$537K Buy
5,999
+620
+12% +$55.9K 0.02% 343
2017
Q1 		$502K Buy
+5,379
New +$499K 0.02% 350

Other funds holding SMG

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SVB Wealth's SMG Position: Q1 2022 in Review

SVB Wealth sold out of ScottsMiracle-Gro (SMG) in Q1 2022, closing a stake of 1,458 shares — an estimated $234K sold.

SVB Wealth first reported a position in SMG in Q1 2017 and held it in 10 quarters. The position peaked at $692K in Q4 2017. 515 funds tracked by Wall St. Rank hold SMG as of Q1 2022.

  • SVB Wealth reported no remaining ScottsMiracle-Gro position as of Q1 2022 after selling out during the quarter.
  • SVB Wealth sold 1,458 ScottsMiracle-Gro shares in Q1 2022, an estimated $234K.
  • SVB Wealth first reported a position in ScottsMiracle-Gro in Q1 2017 and held it in 10 quarters.
  • SVB Wealth's ScottsMiracle-Gro position peaked at $692K in Q4 2017.
  • 515 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2022.

Based on SVB Wealth's 13F filing for Q1 2022, filed 13 May 2022.