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West Oak Capital’s ScottsMiracle-Gro SMG Stock Holding History

West Oak Capital’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
-100
Closed -$19K – 385
2021
Q2 		$19K Buy
100
+50
+100% +$11K 0.01% 244
2021
Q1 		$12K Buy
+50
New +$11.3K 0.01% 267

Other funds holding SMG

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Vanguard Group
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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

West Oak Capital's SMG Position: Q3 2021 in Review

West Oak Capital sold out of ScottsMiracle-Gro (SMG) in Q3 2021, closing a stake of 100 shares — an estimated $19K sold.

West Oak Capital first reported a position in SMG in Q1 2021 and held it in 2 quarters. The position peaked at $19K in Q2 2021. 504 funds tracked by Wall St. Rank hold SMG as of Q3 2021.

  • West Oak Capital reported no remaining ScottsMiracle-Gro position as of Q3 2021 after selling out during the quarter.
  • West Oak Capital sold 100 ScottsMiracle-Gro shares in Q3 2021, an estimated $19K.
  • West Oak Capital first reported a position in ScottsMiracle-Gro in Q1 2021 and held it in 2 quarters.
  • West Oak Capital's ScottsMiracle-Gro position peaked at $19K in Q2 2021.
  • 504 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2021.

Based on West Oak Capital's 13F filing for Q3 2021, filed 7 Oct 2021.