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TRUADVICE’s ScottsMiracle-Gro SMG Stock Holding History

TRUADVICE’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
Q3 		$476K Buy
9,522
+2,104
+28% +$122K 0.19% 134
2023
Q2 		$391K Buy
7,418
+3,682
+99% +$247K 0.14% 155
2023
Q1 		$250K Buy
+3,736
New +$269K 0.1% 206

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
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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

TRUADVICE's SMG Position: Q3 2023 in Review

TRUADVICE increased its ScottsMiracle-Gro (SMG) stake by 28% in Q3 2023, buying an estimated $122K and bringing the position to 9,522 shares worth $476K. The position accounts for 0.19% of the portfolio, ranked #134.

TRUADVICE first reported a position in SMG in Q1 2023 and has held it in 3 quarters since. 402 funds tracked by Wall St. Rank hold SMG as of Q3 2023.

  • TRUADVICE held 9,522 shares of ScottsMiracle-Gro worth $476K as of Q3 2023.
  • TRUADVICE bought 2,104 ScottsMiracle-Gro shares in Q3 2023, an estimated $122K.
  • ScottsMiracle-Gro made up 0.19% of TRUADVICE's portfolio in Q3 2023, its #134 holding.
  • TRUADVICE first reported a position in ScottsMiracle-Gro in Q1 2023 and has held it in 3 quarters since.
  • 402 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.