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Ulland Investment Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Ulland Investment Advisors’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
2022
Q4 		– Sell
-565
Closed -$24K – 223
2022
Q3 		$24K Buy
+565
New +$40.6K 0.03% 123

Other funds holding SMG

Kayne Anderson Rudnick Investment Management
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ulland Investment Advisors's SMG Position: Q4 2022 in Review

Ulland Investment Advisors sold out of ScottsMiracle-Gro (SMG) in Q4 2022, closing a stake of 565 shares — an estimated $24K sold.

Ulland Investment Advisors first reported a position in SMG in Q3 2022 and held it in 1 quarter. The position peaked at $24K in Q3 2022. 426 funds tracked by Wall St. Rank hold SMG as of Q4 2022.

  • Ulland Investment Advisors reported no remaining ScottsMiracle-Gro position as of Q4 2022 after selling out during the quarter.
  • Ulland Investment Advisors sold 565 ScottsMiracle-Gro shares in Q4 2022, an estimated $24K.
  • Ulland Investment Advisors first reported a position in ScottsMiracle-Gro in Q3 2022 and held it in 1 quarter.
  • Ulland Investment Advisors's ScottsMiracle-Gro position peaked at $24K in Q3 2022.
  • 426 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2022.

Based on Ulland Investment Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.