Bell Rock Capital’s ScottsMiracle-Gro SMG Stock Holding History

Bell Rock Capital’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
2020 Q1	–	Sell	-45	Closed	-$4K	–	254
2019 Q4	$4K	Hold	45	–	–	﹤0.01%	334
2019 Q3	$4K	Hold	45	–	–	﹤0.01%	322
2019 Q2	$4K	Buy	45 +25	+125%	+$2.22K	﹤0.01%	330
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	405
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	417
2018 Q3	$2K	Sell	20 -91	-82%	-$7.15K	﹤0.01%	407
2018 Q2	$10K	Buy	111 +1	+0.9%	+$84	0.01%	373
2018 Q1	$9K	Buy	+110	New	+$10.5K	﹤0.01%	378

Other funds holding SMG

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bell Rock Capital's SMG Position: Q1 2020 in Review

Bell Rock Capital sold out of ScottsMiracle-Gro (SMG) in Q1 2020, closing a stake of 45 shares — an estimated $4K sold.

Bell Rock Capital first reported a position in SMG in Q1 2018 and held it in 8 quarters. The position peaked at $10K in Q2 2018. 412 funds tracked by Wall St. Rank hold SMG as of Q1 2020.

Bell Rock Capital reported no remaining ScottsMiracle-Gro position as of Q1 2020 after selling out during the quarter.
Bell Rock Capital sold 45 ScottsMiracle-Gro shares in Q1 2020, an estimated $4K.
Bell Rock Capital first reported a position in ScottsMiracle-Gro in Q1 2018 and held it in 8 quarters.
Bell Rock Capital's ScottsMiracle-Gro position peaked at $10K in Q2 2018.
412 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.