Liberty Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Liberty Wealth 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
2021 Q4	–	Sell	-437	Closed	-$67K	–	952
2021 Q3	$67K	Buy	437 +224	+105%	+$36.7K	0.02%	370
2021 Q2	$41K	Buy	213 +22	+12%	+$4.85K	0.02%	362
2021 Q1	$43K	Hold	191	–	–	0.02%	306
2020 Q4	$43K	Buy	191 +12	+7%	+$2.06K	0.02%	303
2020 Q3	$27K	Buy	179 +7	+4%	+$1.08K	0.02%	353
2020 Q2	$23K	Hold	172	–	–	0.02%	358
2020 Q1	$18K	Sell	172 -9	-5%	-$990	0.02%	375
2019 Q4	$19K	Buy	181 +11	+6%	+$1.13K	0.02%	422
2019 Q3	$17K	Buy	+170	New	+$17.8K	0.02%	421

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liberty Wealth Management's SMG Position: Q4 2021 in Review

Liberty Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q4 2021, closing a stake of 437 shares — an estimated $67K sold.

Liberty Wealth Management first reported a position in SMG in Q3 2019 and held it in 9 quarters. The position peaked at $67K in Q3 2021. 552 funds tracked by Wall St. Rank hold SMG as of Q4 2021.

Liberty Wealth Management reported no remaining ScottsMiracle-Gro position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 437 ScottsMiracle-Gro shares in Q4 2021, an estimated $67K.
Liberty Wealth Management first reported a position in ScottsMiracle-Gro in Q3 2019 and held it in 9 quarters.
Liberty Wealth Management's ScottsMiracle-Gro position peaked at $67K in Q3 2021.
552 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.