Center for Financial Planning’s ScottsMiracle-Gro SMG Stock Holding History

Center for Financial Planning’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 Q4	–	Sell	-32	Closed	-$1K	–	646
2022 Q3	$1K	Sell	32 -126	-80%	-$9.04K	﹤0.01%	616
2022 Q2	$12K	Hold	158	–	–	﹤0.01%	344
2022 Q1	$19K	Hold	158	–	–	﹤0.01%	307
2021 Q4	$25K	Buy	158 +60	+61%	+$9.28K	0.01%	297
2021 Q3	$14K	Hold	98	–	–	﹤0.01%	332
2021 Q2	$19K	Hold	98	–	–	﹤0.01%	310
2021 Q1	$24K	Buy	+98	New	+$22.2K	0.01%	292

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Center for Financial Planning's SMG Position: Q4 2022 in Review

Center for Financial Planning sold out of ScottsMiracle-Gro (SMG) in Q4 2022, closing a stake of 32 shares — an estimated $1K sold.

Center for Financial Planning first reported a position in SMG in Q1 2021 and held it in 7 quarters. The position peaked at $25K in Q4 2021. 426 funds tracked by Wall St. Rank hold SMG as of Q4 2022.

Center for Financial Planning reported no remaining ScottsMiracle-Gro position as of Q4 2022 after selling out during the quarter.
Center for Financial Planning sold 32 ScottsMiracle-Gro shares in Q4 2022, an estimated $1K.
Center for Financial Planning first reported a position in ScottsMiracle-Gro in Q1 2021 and held it in 7 quarters.
Center for Financial Planning's ScottsMiracle-Gro position peaked at $25K in Q4 2021.
426 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.