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Walled Lake Planning & Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Walled Lake Planning & Wealth 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
2021
Q3 		– Sell
-31
Closed -$6K – 344
2021
Q2 		$6K Hold
31
– – ﹤0.01% 267
2021
Q1 		$8K Hold
31
– – 0.01% 251
2020
Q4 		$6K Hold
31
– – ﹤0.01% 242
2020
Q3 		$5K Buy
31
+1
+3% +$155 ﹤0.01% 256
2020
Q2 		$4K Buy
+30
New +$3.87K ﹤0.01% 259

Other funds holding SMG

Kayne Anderson Rudnick Investment Management
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Walled Lake Planning & Wealth Management's SMG Position: Q3 2021 in Review

Walled Lake Planning & Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q3 2021, closing a stake of 31 shares — an estimated $6K sold.

Walled Lake Planning & Wealth Management first reported a position in SMG in Q2 2020 and held it in 5 quarters. The position peaked at $8K in Q1 2021. 504 funds tracked by Wall St. Rank hold SMG as of Q3 2021.

  • Walled Lake Planning & Wealth Management reported no remaining ScottsMiracle-Gro position as of Q3 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 31 ScottsMiracle-Gro shares in Q3 2021, an estimated $6K.
  • Walled Lake Planning & Wealth Management first reported a position in ScottsMiracle-Gro in Q2 2020 and held it in 5 quarters.
  • Walled Lake Planning & Wealth Management's ScottsMiracle-Gro position peaked at $8K in Q1 2021.
  • 504 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.