Tidemark’s ScottsMiracle-Gro SMG Stock Holding History

Tidemark’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 Q1	–	Sell	-24	Closed	-$1.52K	–	728
2023 Q4	$1.52K	Buy	+24	New	+$1.3K	﹤0.01%	615

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Tidemark's SMG Position: Q1 2024 in Review

Tidemark sold out of ScottsMiracle-Gro (SMG) in Q1 2024, closing a stake of 24 shares — an estimated $1.52K sold.

Tidemark first reported a position in SMG in Q4 2023 and held it in 1 quarter. The position peaked at $1.52K in Q4 2023. 431 funds tracked by Wall St. Rank hold SMG as of Q1 2024.

Tidemark reported no remaining ScottsMiracle-Gro position as of Q1 2024 after selling out during the quarter.
Tidemark sold 24 ScottsMiracle-Gro shares in Q1 2024, an estimated $1.52K.
Tidemark first reported a position in ScottsMiracle-Gro in Q4 2023 and held it in 1 quarter.
Tidemark's ScottsMiracle-Gro position peaked at $1.52K in Q4 2023.
431 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2024.

Based on Tidemark's 13F filing for Q1 2024, filed 13 May 2024.