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Wendell David Associates’s ScottsMiracle-Gro SMG Stock Holding History

Wendell David Associates’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
-1,200
Closed -$230K – 155
2021
Q2 		$230K Hold
1,200
– – 0.03% 148
2021
Q1 		$294K Hold
1,200
– – 0.04% 130
2020
Q4 		$239K Buy
+1,200
New +$206K 0.03% 135

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State Street
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Macquarie Group
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Massachusetts Financial Services
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Fisher Asset Management
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Wendell David Associates's SMG Position: Q3 2021 in Review

Wendell David Associates sold out of ScottsMiracle-Gro (SMG) in Q3 2021, closing a stake of 1,200 shares — an estimated $230K sold.

Wendell David Associates first reported a position in SMG in Q4 2020 and held it in 3 quarters. The position peaked at $294K in Q1 2021. 504 funds tracked by Wall St. Rank hold SMG as of Q3 2021.

  • Wendell David Associates reported no remaining ScottsMiracle-Gro position as of Q3 2021 after selling out during the quarter.
  • Wendell David Associates sold 1,200 ScottsMiracle-Gro shares in Q3 2021, an estimated $230K.
  • Wendell David Associates first reported a position in ScottsMiracle-Gro in Q4 2020 and held it in 3 quarters.
  • Wendell David Associates's ScottsMiracle-Gro position peaked at $294K in Q1 2021.
  • 504 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2021.

Based on Wendell David Associates's 13F filing for Q3 2021, filed 19 Oct 2021.