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Pacific Sun Financial’s ScottsMiracle-Gro SMG Stock Holding History

Pacific Sun 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
-1,594
Closed -$257K – 188
2021
Q4 		$257K Sell
1,594
-10
-0.6% -$1.55K 0.14% 166
2021
Q3 		$235K Buy
+1,604
New +$263K 0.14% 163

Other funds holding SMG

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Pacific Sun Financial's SMG Position: Q1 2022 in Review

Pacific Sun Financial sold out of ScottsMiracle-Gro (SMG) in Q1 2022, closing a stake of 1,594 shares — an estimated $257K sold.

Pacific Sun Financial first reported a position in SMG in Q3 2021 and held it in 2 quarters. The position peaked at $257K in Q4 2021. 516 funds tracked by Wall St. Rank hold SMG as of Q1 2022.

  • Pacific Sun Financial reported no remaining ScottsMiracle-Gro position as of Q1 2022 after selling out during the quarter.
  • Pacific Sun Financial sold 1,594 ScottsMiracle-Gro shares in Q1 2022, an estimated $257K.
  • Pacific Sun Financial first reported a position in ScottsMiracle-Gro in Q3 2021 and held it in 2 quarters.
  • Pacific Sun Financial's ScottsMiracle-Gro position peaked at $257K in Q4 2021.
  • 516 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2022.

Based on Pacific Sun Financial's 13F filing for Q1 2022, filed 5 May 2022.