Graves Light Lenhart Wealth’s ScottsMiracle-Gro SMG Stock Holding History

Graves Light Lenhart 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	-968	Closed	-$119K	–	685
2022 Q1	$119K	Hold	968	–	–	0.02%	239
2021 Q4	$156K	Hold	968	–	–	0.02%	222
2021 Q3	$142K	Hold	968	–	–	0.02%	220
2021 Q2	$186K	Hold	968	–	–	0.03%	187
2021 Q1	$237K	Hold	968	–	–	0.04%	163
2020 Q4	$193K	Buy	+968	New	+$166K	0.04%	170

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

Graves Light Lenhart Wealth's SMG Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of ScottsMiracle-Gro (SMG) in Q2 2022, closing a stake of 968 shares — an estimated $119K sold.

Graves Light Lenhart Wealth first reported a position in SMG in Q4 2020 and held it in 6 quarters. The position peaked at $237K in Q1 2021. 460 funds tracked by Wall St. Rank hold SMG as of Q2 2022.

Graves Light Lenhart Wealth reported no remaining ScottsMiracle-Gro position as of Q2 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 968 ScottsMiracle-Gro shares in Q2 2022, an estimated $119K.
Graves Light Lenhart Wealth first reported a position in ScottsMiracle-Gro in Q4 2020 and held it in 6 quarters.
Graves Light Lenhart Wealth's ScottsMiracle-Gro position peaked at $237K in Q1 2021.
460 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.