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VELA Investment Management’s ScottsMiracle-Gro SMG Stock Holding History

VELA Investment Management’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 		– Sell
-31,103
Closed -$1.95M – 145
2023
Q2 		$1.95M Sell
31,103
-4,500
-13% -$302K 0.9% 37
2023
Q1 		$2.48M Sell
35,603
-7,150
-17% -$514K 1.13% 23
2022
Q4 		$2.08M Sell
42,753
-20
-0% -$1K 1.03% 27
2022
Q3 		$1.83M Buy
42,773
+8,567
+25% +$615K 1.04% 28
2022
Q2 		$2.7M Buy
34,206
+763
+2% +$75.4K 1.55% 14
2022
Q1 		$4.11M Buy
33,443
+16,913
+102% +$2.37M 2.58% 7
2021
Q4 		$2.66M Buy
+16,530
New +$2.56M 1.79% 11

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

VELA Investment Management's SMG Position: Q3 2023 in Review

VELA Investment Management sold out of ScottsMiracle-Gro (SMG) in Q3 2023, closing a stake of 31,103 shares — an estimated $1.95M sold.

VELA Investment Management first reported a position in SMG in Q4 2021 and held it in 7 quarters. The position peaked at $4.11M in Q1 2022. 402 funds tracked by Wall St. Rank hold SMG as of Q3 2023.

  • VELA Investment Management reported no remaining ScottsMiracle-Gro position as of Q3 2023 after selling out during the quarter.
  • VELA Investment Management sold 31,103 ScottsMiracle-Gro shares in Q3 2023, an estimated $1.95M.
  • VELA Investment Management first reported a position in ScottsMiracle-Gro in Q4 2021 and held it in 7 quarters.
  • VELA Investment Management's ScottsMiracle-Gro position peaked at $4.11M in Q1 2022.
  • 402 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2023.

Based on VELA Investment Management's 13F filing for Q3 2023, filed 7 Nov 2023.