Physicians Financial Services’s ScottsMiracle-Gro SMG Stock Holding History

Physicians Financial Services’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 Q2	–	Sell	-2,995	Closed	-$368K	–	121
2022 Q1	$368K	Hold	2,995	–	–	0.14%	94
2021 Q4	$482K	Sell	2,995 -450	-13%	-$69.6K	0.18%	86
2021 Q3	$504K	Buy	+3,445	New	+$565K	0.2%	84
2018 Q1	–	Sell	-2,400	Closed	-$257K	–	112
2017 Q4	$257K	Sell	2,400 -500	-17%	-$50K	0.2%	102
2017 Q3	$282K	Hold	2,900	–	–	0.23%	93
2017 Q2	$259K	Sell	2,900 -100	-3%	-$9.02K	0.22%	100
2017 Q1	$280K	Hold	3,000	–	–	0.24%	92
2016 Q4	$224K	Hold	3,000	–	–	0.18%	101
2016 Q3	$249K	Hold	3,000	–	–	0.21%	92
2016 Q2	$210K	Hold	3,000	–	–	0.18%	100
2016 Q1	$218K	Hold	3,000	–	–	0.2%	103
2015 Q4	$194K	Buy	+3,000	New	+$199K	0.18%	108

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Physicians Financial Services's SMG Position: Q2 2022 in Review

Physicians Financial Services sold out of ScottsMiracle-Gro (SMG) in Q2 2022, closing a stake of 2,995 shares — an estimated $368K sold.

Physicians Financial Services first reported a position in SMG in Q4 2015 and held it in 12 quarters. The position peaked at $504K in Q3 2021. 460 funds tracked by Wall St. Rank hold SMG as of Q2 2022.

Physicians Financial Services reported no remaining ScottsMiracle-Gro position as of Q2 2022 after selling out during the quarter.
Physicians Financial Services sold 2,995 ScottsMiracle-Gro shares in Q2 2022, an estimated $368K.
Physicians Financial Services first reported a position in ScottsMiracle-Gro in Q4 2015 and held it in 12 quarters.
Physicians Financial Services's ScottsMiracle-Gro position peaked at $504K in Q3 2021.
460 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2022.

Based on Physicians Financial Services's 13F filing for Q2 2022, filed 17 Aug 2022.