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Vise Technologies’s ScottsMiracle-Gro SMG Stock Holding History

Vise Technologies’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
-4,897
Closed -$307K – 358
2023
Q2 		$307K Sell
4,897
-1,776
-27% -$119K 0.07% 242
2023
Q1 		$465K Buy
6,673
+1,563
+31% +$112K 0.12% 176
2022
Q4 		$248K Buy
+5,110
New +$256K 0.08% 270

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Vanguard Group
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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

Vise Technologies's SMG Position: Q3 2023 in Review

Vise Technologies sold out of ScottsMiracle-Gro (SMG) in Q3 2023, closing a stake of 4,897 shares — an estimated $307K sold.

Vise Technologies first reported a position in SMG in Q4 2022 and held it in 3 quarters. The position peaked at $465K in Q1 2023. 402 funds tracked by Wall St. Rank hold SMG as of Q3 2023.

  • Vise Technologies reported no remaining ScottsMiracle-Gro position as of Q3 2023 after selling out during the quarter.
  • Vise Technologies sold 4,897 ScottsMiracle-Gro shares in Q3 2023, an estimated $307K.
  • Vise Technologies first reported a position in ScottsMiracle-Gro in Q4 2022 and held it in 3 quarters.
  • Vise Technologies's ScottsMiracle-Gro position peaked at $465K in Q1 2023.
  • 402 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2023.

Based on Vise Technologies's 13F filing for Q3 2023, filed 31 Oct 2023.