Legacy Wealth Asset Management’s ScottsMiracle-Gro SMG Stock Holding History

Legacy Wealth Asset Management’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 Q3	–	Sell	-3,413	Closed	-$270K	–	357
2022 Q2	$270K	Buy	3,413 +30	+0.9%	+$2.96K	0.11%	247
2022 Q1	$416K	Buy	3,383 +1,031	+44%	+$144K	0.15%	212
2021 Q4	$379K	Buy	+2,352	New	+$364K	0.13%	233
2021 Q3	–	Sell	-1,114	Closed	-$214K	–	308
2021 Q2	$214K	Sell	1,114 -553	-33%	-$122K	0.1%	288
2021 Q1	$408K	Buy	1,667 +31	+2%	+$7.02K	0.19%	199
2020 Q4	$326K	Buy	+1,636	New	+$280K	0.16%	222

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

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

First Eagle Investment Management New York $59B AUM 32.99% 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

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

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

Legacy Wealth Asset Management's SMG Position: Q3 2022 in Review

Legacy Wealth Asset Management sold out of ScottsMiracle-Gro (SMG) in Q3 2022, closing a stake of 3,413 shares — an estimated $270K sold.

Legacy Wealth Asset Management first reported a position in SMG in Q4 2020 and held it in 6 quarters. The position peaked at $416K in Q1 2022. 415 funds tracked by Wall St. Rank hold SMG as of Q3 2022.

Legacy Wealth Asset Management reported no remaining ScottsMiracle-Gro position as of Q3 2022 after selling out during the quarter.
Legacy Wealth Asset Management sold 3,413 ScottsMiracle-Gro shares in Q3 2022, an estimated $270K.
Legacy Wealth Asset Management first reported a position in ScottsMiracle-Gro in Q4 2020 and held it in 6 quarters.
Legacy Wealth Asset Management's ScottsMiracle-Gro position peaked at $416K in Q1 2022.
415 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2022, filed 14 Oct 2022.