Winslow Evans & Crocker’s ScottsMiracle-Gro SMG Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$110K	Buy	550 +315	+134%	+$54K	0.02%	422
2020 Q3	$36K	Hold	235	–	–	0.01%	517
2020 Q2	$32K	Sell	235 -31	-12%	-$4K	0.01%	525
2020 Q1	$28K	Sell	266 -320	-55%	-$35.2K	0.01%	525
2019 Q4	$64K	Buy	586 +144	+33%	+$14.7K	0.02%	462
2019 Q3	$46K	Hold	442	–	–	0.01%	515
2019 Q2	$46K	Hold	442	–	–	0.01%	526
2019 Q1	$36K	Hold	442	–	–	0.01%	559
2018 Q4	$28K	Hold	442	–	–	0.01%	572
2018 Q3	$36K	Sell	442 -384	-46%	-$30.2K	0.01%	543
2018 Q2	$70K	Hold	826	–	–	0.02%	438
2018 Q1	$70.7K	Hold	826	–	–	0.02%	416
2017 Q4	$88.3K	Buy	826 +130	+19%	+$13K	0.03%	391
2017 Q3	$67.7K	Buy	696 +51	+8%	+$4.83K	0.02%	420
2017 Q2	$57.7K	Buy	+645	New	+$58.2K	0.02%	529

Other funds holding SMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Winslow Evans & Crocker's SMG Position: Q4 2020 in Review

Winslow Evans & Crocker increased its ScottsMiracle-Gro (SMG) stake by 134% in Q4 2020, buying an estimated $54K and bringing the position to 550 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #422.

Winslow Evans & Crocker first reported a position in SMG in Q2 2017 and has held it in 15 quarters since. 501 funds tracked by Wall St. Rank hold SMG as of Q4 2020.

Winslow Evans & Crocker held 550 shares of ScottsMiracle-Gro worth $110K as of Q4 2020.
Winslow Evans & Crocker bought 315 ScottsMiracle-Gro shares in Q4 2020, an estimated $54K.
ScottsMiracle-Gro made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #422 holding.
Winslow Evans & Crocker first reported a position in ScottsMiracle-Gro in Q2 2017 and has held it in 15 quarters since.
501 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.