Lee Financial’s ScottsMiracle-Gro SMG Stock Holding History

Lee Financial’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	-5	Closed	-$1K	–	943
2021 Q4	$1K	Buy	+5	New	+$774	﹤0.01%	872

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lee Financial's SMG Position: Q1 2022 in Review

Lee Financial sold out of ScottsMiracle-Gro (SMG) in Q1 2022, closing a stake of 5 shares — an estimated $1K sold.

Lee Financial first reported a position in SMG in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 516 funds tracked by Wall St. Rank hold SMG as of Q1 2022.

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

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.