Toth Financial Advisory’s ScottsMiracle-Gro SMG Stock Holding History

Toth Financial Advisory’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
2023 Q2	–	Sell	-8	Closed	-$558	–	883
2023 Q1	$558	Hold	8	–	–	﹤0.01%	772
2022 Q4	$389	Hold	8	–	–	﹤0.01%	689
2022 Q3	$0	Sell	8 -5	-38%	-$359	﹤0.01%	792
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	668
2022 Q1	$2K	Buy	13 +5	+63%	+$700	﹤0.01%	642
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	717
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	726
2021 Q2	$2K	Hold	8	–	–	﹤0.01%	611
2021 Q1	$2K	Hold	8	–	–	﹤0.01%	610
2020 Q4	$2K	Hold	8	–	–	﹤0.01%	549
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	532
2020 Q2	$1K	Hold	8	–	–	﹤0.01%	518
2020 Q1	$1K	Hold	8	–	–	﹤0.01%	433
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	465
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	456
2019 Q2	$1K	Buy	+8	New	+$712	﹤0.01%	439

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Toth Financial Advisory's SMG Position: Q2 2023 in Review

Toth Financial Advisory sold out of ScottsMiracle-Gro (SMG) in Q2 2023, closing a stake of 8 shares — an estimated $558 sold.

Toth Financial Advisory first reported a position in SMG in Q2 2019 and held it in 16 quarters. The position peaked at $2K in Q1 2022. 431 funds tracked by Wall St. Rank hold SMG as of Q2 2023.

Toth Financial Advisory reported no remaining ScottsMiracle-Gro position as of Q2 2023 after selling out during the quarter.
Toth Financial Advisory sold 8 ScottsMiracle-Gro shares in Q2 2023, an estimated $558.
Toth Financial Advisory first reported a position in ScottsMiracle-Gro in Q2 2019 and held it in 16 quarters.
Toth Financial Advisory's ScottsMiracle-Gro position peaked at $2K in Q1 2022.
431 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2023.

Based on Toth Financial Advisory's 13F filing for Q2 2023, filed 24 Jul 2023.