S.A. Mason’s ScottsMiracle-Gro SMG Stock Holding History

S.A. Mason’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
2020 Q2	–	Sell	-312	Closed	-$32K	–	373
2020 Q1	$32K	Buy	312 +12	+4%	+$1.32K	0.04%	232
2019 Q4	$32K	Buy	+300	New	+$30.7K	0.03%	268

Other funds holding SMG

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

S.A. Mason's SMG Position: Q2 2020 in Review

S.A. Mason sold out of ScottsMiracle-Gro (SMG) in Q2 2020, closing a stake of 312 shares — an estimated $32K sold.

S.A. Mason first reported a position in SMG in Q4 2019 and held it in 2 quarters. The position peaked at $32K in Q1 2020. 457 funds tracked by Wall St. Rank hold SMG as of Q2 2020.

S.A. Mason reported no remaining ScottsMiracle-Gro position as of Q2 2020 after selling out during the quarter.
S.A. Mason sold 312 ScottsMiracle-Gro shares in Q2 2020, an estimated $32K.
S.A. Mason first reported a position in ScottsMiracle-Gro in Q4 2019 and held it in 2 quarters.
S.A. Mason's ScottsMiracle-Gro position peaked at $32K in Q1 2020.
457 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2020.

Based on S.A. Mason's 13F filing for Q2 2020, filed 27 Jul 2020.