Brandywine Oak Private Wealth’s ScottsMiracle-Gro SMG Stock Holding History

Brandywine Oak Private Wealth’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	-1,929	Closed	-$237K	–	342
2022 Q1	$237K	Buy	1,929 +347	+22%	+$48.5K	0.03%	312
2021 Q4	$269K	Buy	+1,582	New	+$245K	0.03%	279
2021 Q3	–	Sell	-1,084	Closed	-$208K	–	349
2021 Q2	$208K	Sell	1,084 -24	-2%	-$5.29K	0.02%	330
2021 Q1	$271K	Sell	1,108 -265	-19%	-$60K	0.04%	228
2020 Q4	$273K	Sell	1,373 -103	-7%	-$17.7K	0.04%	214
2020 Q3	$225K	Sell	1,476 -20	-1%	-$3.09K	0.04%	239
2020 Q2	$201K	Buy	+1,496	New	+$193K	0.04%	244

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

Brandywine Oak Private Wealth's SMG Position: Q2 2022 in Review

Brandywine Oak Private Wealth sold out of ScottsMiracle-Gro (SMG) in Q2 2022, closing a stake of 1,929 shares — an estimated $237K sold.

Brandywine Oak Private Wealth first reported a position in SMG in Q2 2020 and held it in 7 quarters. The position peaked at $273K in Q4 2020. 460 funds tracked by Wall St. Rank hold SMG as of Q2 2022.

Brandywine Oak Private Wealth reported no remaining ScottsMiracle-Gro position as of Q2 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 1,929 ScottsMiracle-Gro shares in Q2 2022, an estimated $237K.
Brandywine Oak Private Wealth first reported a position in ScottsMiracle-Gro in Q2 2020 and held it in 7 quarters.
Brandywine Oak Private Wealth's ScottsMiracle-Gro position peaked at $273K in Q4 2020.
460 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2022, filed 22 Jul 2022.