WT
SMG icon

Washington Trust’s ScottsMiracle-Gro SMG Stock Holding History

Washington Trust’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
2022
Q4 		– Sell
-85
Closed -$4K – 984
2022
Q3 		$4K Sell
85
-70
-45% -$5.03K ﹤0.01% 745
2022
Q2 		$13K Sell
155
-200
-56% -$19.8K ﹤0.01% 626
2022
Q1 		$44K Sell
355
-200
-36% -$28K ﹤0.01% 448
2021
Q4 		$89K Buy
555
+85
+18% +$13.2K ﹤0.01% 348
2021
Q3 		$69K Hold
470
– – ﹤0.01% 472
2021
Q2 		$90K Hold
470
– – ﹤0.01% 422
2021
Q1 		$115K Hold
470
– – ﹤0.01% 373
2020
Q4 		$94K Hold
470
– – ﹤0.01% 385
2020
Q3 		$72K Sell
470
-130
-22% -$20.1K ﹤0.01% 384
2020
Q2 		$78K Sell
600
-100
-14% -$12.9K ﹤0.01% 329
2020
Q1 		$72K Buy
+700
New +$77K ﹤0.01% 343
2018
Q3 		– Sell
-1,345
Closed -$111K – 712
2018
Q2 		$111K Buy
+1,345
New +$113K 0.01% 301
2015
Q3 		– Sell
-3,997
Closed -$237K – 209
2015
Q2 		$237K Sell
3,997
-92,861
-96% -$5.89M 0.02% 190
2015
Q1 		$6.51M Sell
96,858
-390
-0.4% -$25.4K 0.43% 80
2014
Q4 		$6.06M Buy
97,248
+2,022
+2% +$120K 0.42% 86
2014
Q3 		$5.24M Buy
95,226
+3,834
+4% +$215K 0.38% 83
2014
Q2 		$5.2M Buy
91,392
+10,335
+13% +$618K 0.38% 84
2014
Q1 		$4.97M Buy
+81,057
New +$4.81M 0.37% 82

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Washington Trust's SMG Position: Q4 2022 in Review

Washington Trust sold out of ScottsMiracle-Gro (SMG) in Q4 2022, closing a stake of 85 shares — an estimated $4K sold.

Washington Trust first reported a position in SMG in Q1 2014 and held it in 18 quarters. The position peaked at $6.51M in Q1 2015. 426 funds tracked by Wall St. Rank hold SMG as of Q4 2022.

  • Washington Trust reported no remaining ScottsMiracle-Gro position as of Q4 2022 after selling out during the quarter.
  • Washington Trust sold 85 ScottsMiracle-Gro shares in Q4 2022, an estimated $4K.
  • Washington Trust first reported a position in ScottsMiracle-Gro in Q1 2014 and held it in 18 quarters.
  • Washington Trust's ScottsMiracle-Gro position peaked at $6.51M in Q1 2015.
  • 426 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2022.

Based on Washington Trust's 13F filing for Q4 2022, filed 8 Feb 2023.