Sequoia Financial Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Sequoia Financial Advisors’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	-6,994	Closed	-$860K	–	669
2022 Q1	$860K	Buy	6,994 +2,375	+51%	+$332K	0.02%	272
2021 Q4	$744K	Buy	4,619 +1,326	+40%	+$205K	0.02%	267
2021 Q3	$482K	Sell	3,293 -39	-1%	-$6.39K	0.05%	157
2021 Q2	$640K	Hold	3,332	–	–	0.02%	245
2021 Q1	$816K	Hold	3,332	–	–	0.03%	206
2020 Q4	$663K	Buy	3,332 +1	+0%	+$171	0.03%	217
2020 Q3	$509K	Hold	3,331	–	–	0.03%	225
2020 Q2	$448K	Buy	3,331 +1	+0%	+$129	0.03%	230
2020 Q1	$341K	Buy	3,330 +1,003	+43%	+$110K	0.03%	246
2019 Q4	$247K	Buy	2,327 +1	+0%	+$102	0.02%	327
2019 Q3	$237K	Buy	2,326 +183	+9%	+$19.2K	0.02%	317
2019 Q2	$211K	Buy	+2,143	New	+$191K	0.02%	343

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

Sequoia Financial Advisors's SMG Position: Q2 2022 in Review

Sequoia Financial Advisors sold out of ScottsMiracle-Gro (SMG) in Q2 2022, closing a stake of 6,994 shares — an estimated $860K sold.

Sequoia Financial Advisors first reported a position in SMG in Q2 2019 and held it in 12 quarters. The position peaked at $860K in Q1 2022. 460 funds tracked by Wall St. Rank hold SMG as of Q2 2022.

Sequoia Financial Advisors reported no remaining ScottsMiracle-Gro position as of Q2 2022 after selling out during the quarter.
Sequoia Financial Advisors sold 6,994 ScottsMiracle-Gro shares in Q2 2022, an estimated $860K.
Sequoia Financial Advisors first reported a position in ScottsMiracle-Gro in Q2 2019 and held it in 12 quarters.
Sequoia Financial Advisors's ScottsMiracle-Gro position peaked at $860K in Q1 2022.
460 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2022.

Based on Sequoia Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.