First Heartland Consultants’s ScottsMiracle-Gro SMG Stock Holding History

First Heartland Consultants’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	-1,731	Closed	-$212K	–	391
2022 Q1	$212K	Buy	1,731 +74	+4%	+$10.4K	0.03%	330
2021 Q4	$266	Buy	1,657 +2	+0.1%	+$309	0.01%	299
2021 Q3	$242K	Buy	1,655 +22	+1%	+$3.6K	0.04%	329
2021 Q2	$313K	Buy	1,633 +1	+0.1%	+$221	0.05%	278
2021 Q1	$400K	Buy	1,632 +62	+4%	+$14K	0.06%	240
2020 Q4	$313K	Buy	1,570 +94	+6%	+$16.1K	0.05%	234
2020 Q3	$226K	Sell	1,476 -42	-3%	-$6.49K	0.04%	256
2020 Q2	$204K	Buy	+1,518	New	+$196K	0.04%	264

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

First Heartland Consultants's SMG Position: Q2 2022 in Review

First Heartland Consultants sold out of ScottsMiracle-Gro (SMG) in Q2 2022, closing a stake of 1,731 shares — an estimated $212K sold.

First Heartland Consultants first reported a position in SMG in Q2 2020 and held it in 8 quarters. The position peaked at $400K in Q1 2021. 460 funds tracked by Wall St. Rank hold SMG as of Q2 2022.

First Heartland Consultants reported no remaining ScottsMiracle-Gro position as of Q2 2022 after selling out during the quarter.
First Heartland Consultants sold 1,731 ScottsMiracle-Gro shares in Q2 2022, an estimated $212K.
First Heartland Consultants first reported a position in ScottsMiracle-Gro in Q2 2020 and held it in 8 quarters.
First Heartland Consultants's ScottsMiracle-Gro position peaked at $400K in Q1 2021.
460 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2022.

Based on First Heartland Consultants's 13F filing for Q2 2022, filed 12 Jul 2022.