VitalStone Financial’s ScottsMiracle-Gro SMG Stock Holding History

VitalStone Financial’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	-8	Closed	–	–	620
2023 Q2	$0	Buy	+8	New	+$536	﹤0.01%	1038

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

VitalStone Financial's SMG Position: Q3 2023 in Review

VitalStone Financial sold out of ScottsMiracle-Gro (SMG) in Q3 2023, closing a stake of 8 shares.

VitalStone Financial first reported a position in SMG in Q2 2023 and held it in 1 quarter. The position peaked at $0 in Q2 2023. 402 funds tracked by Wall St. Rank hold SMG as of Q3 2023.

VitalStone Financial reported no remaining ScottsMiracle-Gro position as of Q3 2023 after selling out during the quarter.
VitalStone Financial sold 8 ScottsMiracle-Gro shares in Q3 2023.
VitalStone Financial first reported a position in ScottsMiracle-Gro in Q2 2023 and held it in 1 quarter.
VitalStone Financial's ScottsMiracle-Gro position peaked at $0 in Q2 2023.
402 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.