Sweet Financial Partners’s ScottsMiracle-Gro SMG Stock Holding History

Sweet Financial Partners’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	$477K	Sell	5,500 -1,000	-15%	-$70.3K	0.1%	129
2024 Q2	$423K	Sell	6,500 -7,500	-54%	-$513K	0.1%	131
2024 Q1	$1.04M	Hold	14,000	–	–	0.24%	79
2023 Q4	$893K	Buy	14,000 +2,500	+22%	+$135K	0.21%	78
2023 Q3	$594K	Buy	11,500 +500	+5%	+$29K	0.16%	91
2023 Q2	$690K	Hold	11,000	–	–	0.18%	84
2023 Q1	$767K	Buy	11,000 +1,000	+10%	+$71.9K	0.21%	73
2022 Q4	$486K	Buy	+10,000	New	+$501K	0.14%	104

Other funds holding SMG

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sweet Financial Partners's SMG Position: Q3 2024 in Review

Sweet Financial Partners reduced its ScottsMiracle-Gro (SMG) stake by 15% in Q3 2024, selling an estimated $70.3K and leaving 5,500 shares worth $477K. The position accounts for 0.1% of the portfolio, ranked #129.

Sweet Financial Partners first reported a position in SMG in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.04M in Q1 2024. 463 funds tracked by Wall St. Rank hold SMG as of Q3 2024.

Sweet Financial Partners held 5,500 shares of ScottsMiracle-Gro worth $477K as of Q3 2024.
Sweet Financial Partners sold 1,000 ScottsMiracle-Gro shares in Q3 2024, an estimated $70.3K.
ScottsMiracle-Gro made up 0.1% of Sweet Financial Partners's portfolio in Q3 2024, its #129 holding.
Sweet Financial Partners first reported a position in ScottsMiracle-Gro in Q4 2022 and has held it in 8 quarters since.
Sweet Financial Partners's ScottsMiracle-Gro position peaked at $1.04M in Q1 2024.
463 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.