Yorktown Management & Research Company’s ScottsMiracle-Gro SMG Stock Holding History

Yorktown Management & Research Company’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 Q4	–	Sell	-1,510	Closed	-$221K	–	266
2021 Q3	$221K	Sell	1,510 -1,770	-54%	-$290K	0.17%	247
2021 Q2	$629K	Buy	+3,280	New	+$724K	0.49%	51
2017 Q3	–	Sell	-2,500	Closed	-$224K	–	417
2017 Q2	$224K	Hold	2,500	–	–	0.07%	269
2017 Q1	$233K	Hold	2,500	–	–	0.06%	290
2016 Q4	$239K	Hold	2,500	–	–	0.06%	279
2016 Q3	$208K	Buy	+2,500	New	+$197K	0.05%	263

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Yorktown Management & Research Company's SMG Position: Q4 2021 in Review

Yorktown Management & Research Company sold out of ScottsMiracle-Gro (SMG) in Q4 2021, closing a stake of 1,510 shares — an estimated $221K sold.

Yorktown Management & Research Company first reported a position in SMG in Q3 2016 and held it in 6 quarters. The position peaked at $629K in Q2 2021. 553 funds tracked by Wall St. Rank hold SMG as of Q4 2021.

Yorktown Management & Research Company reported no remaining ScottsMiracle-Gro position as of Q4 2021 after selling out during the quarter.
Yorktown Management & Research Company sold 1,510 ScottsMiracle-Gro shares in Q4 2021, an estimated $221K.
Yorktown Management & Research Company first reported a position in ScottsMiracle-Gro in Q3 2016 and held it in 6 quarters.
Yorktown Management & Research Company's ScottsMiracle-Gro position peaked at $629K in Q2 2021.
553 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2021.

Based on Yorktown Management & Research Company's 13F filing for Q4 2021, filed 9 Feb 2022.