Lenox Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Lenox Wealth Advisors’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	$15K	Hold	125	–	–	﹤0.01%	421
2021 Q4	$20K	Hold	125	–	–	﹤0.01%	399
2021 Q3	$18K	Hold	125	–	–	﹤0.01%	381
2021 Q2	$24K	Buy	125 +39	+45%	+$8.6K	﹤0.01%	329
2021 Q1	$21K	Buy	86 +15	+21%	+$3.4K	﹤0.01%	305
2020 Q4	$14K	Hold	71	–	–	﹤0.01%	377
2020 Q3	$11K	Buy	71 +24	+51%	+$3.71K	﹤0.01%	367
2020 Q2	$6K	Hold	47	–	–	﹤0.01%	419
2020 Q1	$5K	Hold	47	–	–	﹤0.01%	427
2019 Q4	$5K	Hold	47	–	–	﹤0.01%	486
2019 Q3	$5K	Hold	47	–	–	﹤0.01%	407
2019 Q2	$5K	Hold	47	–	–	﹤0.01%	318
2019 Q1	$4K	Hold	47	–	–	﹤0.01%	413
2018 Q4	$3K	Sell	47 -153	-77%	-$10.9K	﹤0.01%	323
2018 Q3	$16K	Sell	200 -77	-28%	-$6.05K	﹤0.01%	226
2018 Q2	$23K	Sell	277 -48	-15%	-$4.02K	0.01%	236
2018 Q1	$28K	Buy	325 +254	+358%	+$24.2K	0.01%	230
2017 Q4	$8K	Buy	+71	New	+$7.09K	﹤0.01%	186

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

Lenox Wealth Advisors's SMG Position: Q1 2022 in Review

Lenox Wealth Advisors held its ScottsMiracle-Gro (SMG) position steady in Q1 2022 at 125 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Lenox Wealth Advisors first reported a position in SMG in Q4 2017 and has held it in 18 quarters since. The position peaked at $28K in Q1 2018. 517 funds tracked by Wall St. Rank hold SMG as of Q1 2022.

Lenox Wealth Advisors held 125 shares of ScottsMiracle-Gro worth $15K as of Q1 2022.
Lenox Wealth Advisors left its ScottsMiracle-Gro share count unchanged in Q1 2022.
ScottsMiracle-Gro made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #421 holding.
Lenox Wealth Advisors first reported a position in ScottsMiracle-Gro in Q4 2017 and has held it in 18 quarters since.
Lenox Wealth Advisors's ScottsMiracle-Gro position peaked at $28K in Q1 2018.
517 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.