TOBAM’s ScottsMiracle-Gro SMG Stock Holding History

TOBAM’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
2021 Q3	–	Sell	-172	Closed	-$33K	–	448
2021 Q2	$33K	Hold	172	–	–	﹤0.01%	413
2021 Q1	$42K	Buy	+172	New	+$38.9K	﹤0.01%	360

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TOBAM's SMG Position: Q3 2021 in Review

TOBAM sold out of ScottsMiracle-Gro (SMG) in Q3 2021, closing a stake of 172 shares — an estimated $33K sold.

TOBAM first reported a position in SMG in Q1 2021 and held it in 2 quarters. The position peaked at $42K in Q1 2021. 504 funds tracked by Wall St. Rank hold SMG as of Q3 2021.

TOBAM reported no remaining ScottsMiracle-Gro position as of Q3 2021 after selling out during the quarter.
TOBAM sold 172 ScottsMiracle-Gro shares in Q3 2021, an estimated $33K.
TOBAM first reported a position in ScottsMiracle-Gro in Q1 2021 and held it in 2 quarters.
TOBAM's ScottsMiracle-Gro position peaked at $42K in Q1 2021.
504 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2021.

Based on TOBAM's 13F filing for Q3 2021, filed 12 Nov 2021.