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Buckingham Strategic Wealth’s ScottsMiracle-Gro SMG Stock Holding History

Buckingham Strategic 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
Q1 		– Sell
-1,611
Closed -$259K – 625
2021
Q4 		$259K Sell
1,611
-258
-14% -$39.9K 0.01% 510
2021
Q3 		$274K Buy
1,869
+210
+13% +$34.4K 0.01% 483
2021
Q2 		$318K Sell
1,659
-43
-3% -$9.49K 0.01% 454
2021
Q1 		$417K Sell
1,702
-25
-1% -$5.66K 0.02% 367
2020
Q4 		$344K Buy
+1,727
New +$296K 0.02% 392

Other funds holding SMG

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Buckingham Strategic Wealth's SMG Position: Q1 2022 in Review

Buckingham Strategic Wealth sold out of ScottsMiracle-Gro (SMG) in Q1 2022, closing a stake of 1,611 shares — an estimated $259K sold.

Buckingham Strategic Wealth first reported a position in SMG in Q4 2020 and held it in 5 quarters. The position peaked at $417K in Q1 2021. 516 funds tracked by Wall St. Rank hold SMG as of Q1 2022.

  • Buckingham Strategic Wealth reported no remaining ScottsMiracle-Gro position as of Q1 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 1,611 ScottsMiracle-Gro shares in Q1 2022, an estimated $259K.
  • Buckingham Strategic Wealth first reported a position in ScottsMiracle-Gro in Q4 2020 and held it in 5 quarters.
  • Buckingham Strategic Wealth's ScottsMiracle-Gro position peaked at $417K in Q1 2021.
  • 516 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2022, filed 10 May 2022.