ClearBridge Investments’s ScottsMiracle-Gro SMG Stock Holding History

ClearBridge Investments’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
2018 Q1	–	Sell	-253	Closed	-$27K	–	1214
2017 Q4	$27K	Hold	253	–	–	﹤0.01%	963
2017 Q3	$25K	Hold	253	–	–	﹤0.01%	1012
2017 Q2	$23K	Hold	253	–	–	﹤0.01%	1023
2017 Q1	$24K	Hold	253	–	–	﹤0.01%	983
2016 Q4	$24K	Buy	+253	New	+$22.7K	﹤0.01%	950

Other funds holding SMG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

WRF

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments's SMG Position: Q1 2018 in Review

ClearBridge Investments sold out of ScottsMiracle-Gro (SMG) in Q1 2018, closing a stake of 253 shares — an estimated $27K sold.

ClearBridge Investments first reported a position in SMG in Q4 2016 and held it in 5 quarters. The position peaked at $27K in Q4 2017. 360 funds tracked by Wall St. Rank hold SMG as of Q1 2018.

ClearBridge Investments reported no remaining ScottsMiracle-Gro position as of Q1 2018 after selling out during the quarter.
ClearBridge Investments sold 253 ScottsMiracle-Gro shares in Q1 2018, an estimated $27K.
ClearBridge Investments first reported a position in ScottsMiracle-Gro in Q4 2016 and held it in 5 quarters.
ClearBridge Investments's ScottsMiracle-Gro position peaked at $27K in Q4 2017.
360 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2018.

Based on ClearBridge Investments's 13F filing for Q1 2018, filed 15 May 2018.