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TrueWealth LLC’s ScottsMiracle-Gro SMG Stock Holding History

TrueWealth LLC’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
2020
Q2 		$19K Hold
140
– – 0.01% 384
2020
Q1 		$14K Hold
140
– – 0.01% 412
2019
Q4 		$15K Hold
140
– – 0.01% 414
2019
Q3 		$14K Hold
140
– – 0.01% 417
2019
Q2 		$14K Hold
140
– – 0.01% 419
2019
Q1 		$11K Hold
140
– – 0.01% 446
2018
Q4 		$9K Hold
140
– – ﹤0.01% 454
2018
Q3 		$11K Buy
140
+100
+250% +$7.86K 0.01% 470
2018
Q2 		$3K Hold
40
– – ﹤0.01% 702
2018
Q1 		$3K Hold
40
– – ﹤0.01% 666
2017
Q4 		$4K Buy
+40
New +$4K ﹤0.01% 723

Other funds holding SMG

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TrueWealth LLC's SMG Position: Q2 2020 in Review

TrueWealth LLC held its ScottsMiracle-Gro (SMG) position steady in Q2 2020 at 140 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #384.

TrueWealth LLC first reported a position in SMG in Q4 2017 and has held it in 11 quarters since. 458 funds tracked by Wall St. Rank hold SMG as of Q2 2020.

  • TrueWealth LLC held 140 shares of ScottsMiracle-Gro worth $19K as of Q2 2020.
  • TrueWealth LLC left its ScottsMiracle-Gro share count unchanged in Q2 2020.
  • ScottsMiracle-Gro made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #384 holding.
  • TrueWealth LLC first reported a position in ScottsMiracle-Gro in Q4 2017 and has held it in 11 quarters since.
  • 458 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.