Welch & Forbes’s ScottsMiracle-Gro SMG Stock Holding History

Welch & Forbes’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	-5,650	Closed	-$241K	–	380
2022 Q3	$241K	Sell	5,650 -5,967	-51%	-$428K	﹤0.01%	345
2022 Q2	$918K	Buy	11,617 +670	+6%	+$66.2K	0.02%	237
2022 Q1	$1.35M	Buy	10,947 +4,664	+74%	+$653K	0.02%	206
2021 Q4	$1.01M	Sell	6,283 -466	-7%	-$72.1K	0.02%	233
2021 Q3	$989K	Buy	6,749 +3,970	+143%	+$651K	0.02%	226
2021 Q2	$533K	Buy	2,779 +725	+35%	+$160K	0.01%	286
2021 Q1	$503K	Buy	2,054 +20	+1%	+$4.53K	0.01%	278
2020 Q4	$405K	Buy	2,034 +540	+36%	+$92.6K	0.01%	299
2020 Q3	$228K	Buy	+1,494	New	+$231K	﹤0.01%	329

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Welch & Forbes's SMG Position: Q4 2022 in Review

Welch & Forbes sold out of ScottsMiracle-Gro (SMG) in Q4 2022, closing a stake of 5,650 shares — an estimated $241K sold.

Welch & Forbes first reported a position in SMG in Q3 2020 and held it in 9 quarters. The position peaked at $1.35M in Q1 2022. 426 funds tracked by Wall St. Rank hold SMG as of Q4 2022.

Welch & Forbes reported no remaining ScottsMiracle-Gro position as of Q4 2022 after selling out during the quarter.
Welch & Forbes sold 5,650 ScottsMiracle-Gro shares in Q4 2022, an estimated $241K.
Welch & Forbes first reported a position in ScottsMiracle-Gro in Q3 2020 and held it in 9 quarters.
Welch & Forbes's ScottsMiracle-Gro position peaked at $1.35M in Q1 2022.
426 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2022.

Based on Welch & Forbes's 13F filing for Q4 2022, filed 2 Feb 2023.