Veritable’s ScottsMiracle-Gro SMG Stock Holding History

Veritable’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 Q2	–	Sell	-2,965	Closed	-$207K	–	917
2023 Q1	$207K	Buy	+2,965	New	+$213K	﹤0.01%	833
2021 Q2	–	Sell	-966	Closed	-$237K	–	891
2021 Q1	$237K	Buy	+966	New	+$219K	﹤0.01%	734

Other funds holding SMG

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Veritable's SMG Position: Q2 2023 in Review

Veritable sold out of ScottsMiracle-Gro (SMG) in Q2 2023, closing a stake of 2,965 shares — an estimated $207K sold.

Veritable first reported a position in SMG in Q1 2021 and held it in 2 quarters. The position peaked at $237K in Q1 2021. 431 funds tracked by Wall St. Rank hold SMG as of Q2 2023.

Veritable reported no remaining ScottsMiracle-Gro position as of Q2 2023 after selling out during the quarter.
Veritable sold 2,965 ScottsMiracle-Gro shares in Q2 2023, an estimated $207K.
Veritable first reported a position in ScottsMiracle-Gro in Q1 2021 and held it in 2 quarters.
Veritable's ScottsMiracle-Gro position peaked at $237K in Q1 2021.
431 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2023.

Based on Veritable's 13F filing for Q2 2023, filed 9 Aug 2023.