Zions Bancorporation’s ScottsMiracle-Gro SMG Stock Holding History

Zions Bancorporation’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
2023 Q2	–	Sell	-334	Closed	-$23.3K	–	911
2023 Q1	$23.3K	Hold	334	–	–	﹤0.01%	519
2022 Q4	$16.2K	Hold	334	–	–	﹤0.01%	608
2022 Q3	$14K	Hold	334	–	–	﹤0.01%	611
2022 Q2	$26K	Hold	334	–	–	﹤0.01%	566
2022 Q1	$41K	Hold	334	–	–	﹤0.01%	540
2021 Q4	$54K	Hold	334	–	–	﹤0.01%	451
2021 Q3	$49K	Hold	334	–	–	0.01%	459
2021 Q2	$64K	Hold	334	–	–	0.01%	398
2021 Q1	$82K	Hold	334	–	–	0.01%	360
2020 Q4	$67K	Hold	334	–	–	0.01%	361
2020 Q3	$51K	Hold	334	–	–	0.01%	371
2020 Q2	$45K	Hold	334	–	–	0.01%	361
2020 Q1	$34K	Hold	334	–	–	0.01%	371
2019 Q4	$35K	Hold	334	–	–	0.01%	485
2019 Q3	$34K	Hold	334	–	–	﹤0.01%	486
2019 Q2	$33K	Sell	334 -286	-46%	-$25.4K	﹤0.01%	451
2019 Q1	$49K	Buy	+620	New	+$46.7K	0.01%	421
2017 Q4	–	Sell	-118	Closed	-$11K	–	917
2017 Q3	$11K	Buy	+118	New	+$11.2K	﹤0.01%	832
2017 Q1	–	Sell	-118	Closed	-$11K	–	824
2016 Q4	$11K	Sell	118 -15	-11%	-$1.34K	﹤0.01%	492
2016 Q3	$11K	Buy	+133	New	+$10.5K	﹤0.01%	478
2016 Q2	–	Sell	-133	Closed	-$9K	–	924
2016 Q1	$9K	Hold	133	–	–	﹤0.01%	546
2015 Q4	$9K	Hold	133	–	–	﹤0.01%	510
2015 Q3	$9K	Buy	+133	New	+$8.21K	﹤0.01%	504
2015 Q2	–	Sell	-133	Closed	-$9K	–	663
2015 Q1	$9K	Buy	+133	New	+$8.66K	﹤0.01%	550

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

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

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Zions Bancorporation's SMG Position: Q2 2023 in Review

Zions Bancorporation sold out of ScottsMiracle-Gro (SMG) in Q2 2023, closing a stake of 334 shares — an estimated $23.3K sold.

Zions Bancorporation first reported a position in SMG in Q1 2015 and held it in 24 quarters. The position peaked at $82K in Q1 2021. 431 funds tracked by Wall St. Rank hold SMG as of Q2 2023.

Zions Bancorporation reported no remaining ScottsMiracle-Gro position as of Q2 2023 after selling out during the quarter.
Zions Bancorporation sold 334 ScottsMiracle-Gro shares in Q2 2023, an estimated $23.3K.
Zions Bancorporation first reported a position in ScottsMiracle-Gro in Q1 2015 and held it in 24 quarters.
Zions Bancorporation's ScottsMiracle-Gro position peaked at $82K in Q1 2021.
431 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2023.

Based on Zions Bancorporation's 13F filing for Q2 2023, filed 28 Jul 2023.