SW
SMG icon

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 $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
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