Bedel Financial Consulting’s ScottsMiracle-Gro SMG Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-325	Closed	-$40K	–	775
2022 Q1	$40K	Hold	325	–	–	0.01%	429
2021 Q4	$52K	Hold	325	–	–	0.02%	389
2021 Q3	$48K	Hold	325	–	–	0.02%	384
2021 Q2	$62K	Hold	325	–	–	0.02%	346
2021 Q1	$80K	Hold	325	–	–	0.03%	298
2020 Q4	$65K	Hold	325	–	–	0.03%	283
2020 Q3	$50K	Hold	325	–	–	0.03%	301
2020 Q2	$44K	Sell	325 -192	-37%	-$24.8K	0.02%	294
2020 Q1	$53K	Buy	517 +2	+0.4%	+$220	0.04%	258
2019 Q4	$55K	Hold	515	–	–	0.03%	278
2019 Q3	$52K	Hold	515	–	–	0.03%	280
2019 Q2	$51K	Hold	515	–	–	0.03%	283
2019 Q1	$40K	Buy	515 +190	+58%	+$14.3K	0.03%	303
2018 Q4	$20K	Hold	325	–	–	0.01%	364
2018 Q3	$24K	Hold	325	–	–	0.02%	361
2018 Q2	$27K	Hold	325	–	–	0.02%	340
2018 Q1	$28K	Buy	+325	New	+$30.9K	0.02%	336

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Bedel Financial Consulting's SMG Position: Q2 2022 in Review

Bedel Financial Consulting sold out of ScottsMiracle-Gro (SMG) in Q2 2022, closing a stake of 325 shares — an estimated $40K sold.

Bedel Financial Consulting first reported a position in SMG in Q1 2018 and held it in 17 quarters. The position peaked at $80K in Q1 2021. 460 funds tracked by Wall St. Rank hold SMG as of Q2 2022.

Bedel Financial Consulting reported no remaining ScottsMiracle-Gro position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 325 ScottsMiracle-Gro shares in Q2 2022, an estimated $40K.
Bedel Financial Consulting first reported a position in ScottsMiracle-Gro in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's ScottsMiracle-Gro position peaked at $80K in Q1 2021.
460 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.