Baystate Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Baystate Wealth Management’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	-52	Closed	-$8K	–	960
2021 Q3	$8K	Hold	52	–	–	﹤0.01%	553
2021 Q2	$10K	Hold	52	–	–	﹤0.01%	504
2021 Q1	$13K	Hold	52	–	–	﹤0.01%	440
2020 Q4	$10K	Hold	52	–	–	﹤0.01%	430
2020 Q3	$8K	Buy	52 +2	+4%	+$309	﹤0.01%	419
2020 Q2	$7K	Buy	+50	New	+$6.46K	﹤0.01%	425
2019 Q1	–	Sell	-116	Closed	-$8K	–	702
2018 Q4	$8K	Buy	116 +1	+0.9%	+$71	﹤0.01%	398
2018 Q3	$9K	Sell	115 -1	-0.9%	-$79	﹤0.01%	389
2018 Q2	$10K	Buy	116 +1	+0.9%	+$84	﹤0.01%	377
2018 Q1	$10K	Buy	115 +100	+667%	+$9.52K	﹤0.01%	365
2017 Q4	$2K	Buy	+15	New	+$1.5K	﹤0.01%	519

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 $298B AUM 21.96% 1-Year Est. Return

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

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

Baystate Wealth Management's SMG Position: Q4 2021 in Review

Baystate Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q4 2021, closing a stake of 52 shares — an estimated $8K sold.

Baystate Wealth Management first reported a position in SMG in Q4 2017 and held it in 11 quarters. The position peaked at $13K in Q1 2021. 552 funds tracked by Wall St. Rank hold SMG as of Q4 2021.

Baystate Wealth Management reported no remaining ScottsMiracle-Gro position as of Q4 2021 after selling out during the quarter.
Baystate Wealth Management sold 52 ScottsMiracle-Gro shares in Q4 2021, an estimated $8K.
Baystate Wealth Management first reported a position in ScottsMiracle-Gro in Q4 2017 and held it in 11 quarters.
Baystate Wealth Management's ScottsMiracle-Gro position peaked at $13K in Q1 2021.
552 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.