Valeo Financial Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-6	Closed	-$1K	–	1612
2021 Q1	$1K	Buy	+6	New	+$1.36K	﹤0.01%	1931
2020 Q4	–	Sell	-13	Closed	-$2K	–	1830
2020 Q3	$2K	Sell	13 -12	-48%	-$1.85K	﹤0.01%	1431
2020 Q2	$3K	Buy	25 +20	+400%	+$2.58K	﹤0.01%	1692
2020 Q1	$1K	Hold	5	–	–	﹤0.01%	1708
2019 Q4	$1K	Hold	5	–	–	﹤0.01%	1568
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	1485
2019 Q2	$0	Sell	5 -75	-94%	-$6.67K	﹤0.01%	1651
2019 Q1	$6K	Hold	80	–	–	﹤0.01%	1115
2018 Q4	$5K	Sell	80 -35	-30%	-$2.49K	﹤0.01%	1097
2018 Q3	$8K	Sell	115 -3	-3%	-$236	﹤0.01%	1053
2018 Q2	$9K	Sell	118 -8	-6%	-$670	﹤0.01%	978
2018 Q1	$11K	Buy	126 +51	+68%	+$4.86K	﹤0.01%	908
2017 Q4	$8K	Buy	+75	New	+$7.49K	﹤0.01%	880

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Valeo Financial Advisors's SMG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of ScottsMiracle-Gro (SMG) in Q2 2021, closing a stake of 6 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in SMG in Q4 2017 and held it in 13 quarters. The position peaked at $11K in Q1 2018. 529 funds tracked by Wall St. Rank hold SMG as of Q2 2021.

Valeo Financial Advisors reported no remaining ScottsMiracle-Gro position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 6 ScottsMiracle-Gro shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in ScottsMiracle-Gro in Q4 2017 and held it in 13 quarters.
Valeo Financial Advisors's ScottsMiracle-Gro position peaked at $11K in Q1 2018.
529 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.