Sargent Bickham Lagudis’s ScottsMiracle-Gro SMG Stock Holding History

Sargent Bickham Lagudis’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 Q4	$29.2K	Hold	600	–	–	﹤0.01%	534
2022 Q3	$26K	Hold	600	–	–	﹤0.01%	529
2022 Q2	$47K	Hold	600	–	–	﹤0.01%	438
2022 Q1	$74K	Hold	600	–	–	0.01%	383
2021 Q4	$97K	Hold	600	–	–	0.01%	339
2021 Q3	$88K	Hold	600	–	–	0.01%	352
2021 Q2	$115K	Hold	600	–	–	0.01%	326
2021 Q1	$147K	Hold	600	–	–	0.01%	285
2020 Q4	$119K	Hold	600	–	–	0.01%	306
2020 Q3	$92K	Hold	600	–	–	0.01%	304
2020 Q2	$81K	Hold	600	–	–	0.01%	300
2020 Q1	$61K	Buy	+600	New	+$66K	0.01%	312
2016 Q3	–	Sell	-400	Closed	-$28K	–	775
2016 Q2	$28K	Sell	400 -200	-33%	-$13.9K	﹤0.01%	414
2016 Q1	$44K	Buy	+600	New	+$40.8K	0.01%	375

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sargent Bickham Lagudis's SMG Position: Q4 2022 in Review

Sargent Bickham Lagudis held its ScottsMiracle-Gro (SMG) position steady in Q4 2022 at 600 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Sargent Bickham Lagudis first reported a position in SMG in Q1 2016 and has held it in 14 quarters since. The position peaked at $147K in Q1 2021. 426 funds tracked by Wall St. Rank hold SMG as of Q4 2022.

Sargent Bickham Lagudis held 600 shares of ScottsMiracle-Gro worth $29.2K as of Q4 2022.
Sargent Bickham Lagudis left its ScottsMiracle-Gro share count unchanged in Q4 2022.
ScottsMiracle-Gro made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #534 holding.
Sargent Bickham Lagudis first reported a position in ScottsMiracle-Gro in Q1 2016 and has held it in 14 quarters since.
Sargent Bickham Lagudis's ScottsMiracle-Gro position peaked at $147K in Q1 2021.
426 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.