Advisor Partners’s ScottsMiracle-Gro SMG Stock Holding History

Advisor Partners’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
2022 Q1	–	Sell	-2,228	Closed	-$359K	–	912
2021 Q4	$359K	Buy	2,228 +31	+1%	+$4.8K	0.02%	618
2021 Q3	$322K	Sell	2,197 -256	-10%	-$42K	0.02%	623
2021 Q2	$471K	Sell	2,453 -9	-0.4%	-$1.99K	0.03%	522
2021 Q1	$603K	Sell	2,462 -81	-3%	-$18.3K	0.04%	425
2020 Q4	$506K	Sell	2,543 -269	-10%	-$46.1K	0.04%	448
2020 Q3	$430K	Sell	2,812 -41	-1%	-$6.33K	0.04%	433
2020 Q2	$384K	Sell	2,853 -454	-14%	-$58.6K	0.04%	439
2020 Q1	$338K	Sell	3,307 -680	-17%	-$74.8K	0.04%	405
2019 Q4	$440K	Buy	+3,987	New	+$408K	0.05%	372

Other funds holding SMG

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Advisor Partners's SMG Position: Q1 2022 in Review

Advisor Partners sold out of ScottsMiracle-Gro (SMG) in Q1 2022, closing a stake of 2,228 shares — an estimated $359K sold.

Advisor Partners first reported a position in SMG in Q4 2019 and held it in 9 quarters. The position peaked at $603K in Q1 2021. 515 funds tracked by Wall St. Rank hold SMG as of Q1 2022.

Advisor Partners reported no remaining ScottsMiracle-Gro position as of Q1 2022 after selling out during the quarter.
Advisor Partners sold 2,228 ScottsMiracle-Gro shares in Q1 2022, an estimated $359K.
Advisor Partners first reported a position in ScottsMiracle-Gro in Q4 2019 and held it in 9 quarters.
Advisor Partners's ScottsMiracle-Gro position peaked at $603K in Q1 2021.
515 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2022.

Based on Advisor Partners's 13F filing for Q1 2022, filed 27 Apr 2022.