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Alan B. Lancz & Associates’s ScottsMiracle-Gro SMG Stock Holding History

Alan B. Lancz & Associates’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
Q3 		– Sell
-2,850
Closed -$254K – 180
2022
Q2 		$254K Sell
2,850
-200
-7% -$19.8K 0.25% 107
2022
Q1 		$375K Buy
+3,050
New +$427K 0.33% 88

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Alan B. Lancz & Associates's SMG Position: Q3 2022 in Review

Alan B. Lancz & Associates sold out of ScottsMiracle-Gro (SMG) in Q3 2022, closing a stake of 2,850 shares — an estimated $254K sold.

Alan B. Lancz & Associates first reported a position in SMG in Q1 2022 and held it in 2 quarters. The position peaked at $375K in Q1 2022. 415 funds tracked by Wall St. Rank hold SMG as of Q3 2022.

  • Alan B. Lancz & Associates reported no remaining ScottsMiracle-Gro position as of Q3 2022 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 2,850 ScottsMiracle-Gro shares in Q3 2022, an estimated $254K.
  • Alan B. Lancz & Associates first reported a position in ScottsMiracle-Gro in Q1 2022 and held it in 2 quarters.
  • Alan B. Lancz & Associates's ScottsMiracle-Gro position peaked at $375K in Q1 2022.
  • 415 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2022.

Based on Alan B. Lancz & Associates's 13F filing for Q3 2022, filed 9 Nov 2022.