Squar Milner Financial Services’s ScottsMiracle-Gro SMG Stock Holding History

Squar Milner 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
2020 Q2	–	Sell	-13	Closed	-$1K	–	624
2020 Q1	$1K	Sell	13 -12	-48%	-$1.32K	﹤0.01%	735
2019 Q4	$2K	Buy	+25	New	+$2.56K	﹤0.01%	758
2019 Q3	–	Sell	-33	Closed	-$3K	–	628
2019 Q2	$3K	Sell	33 -29	-47%	-$2.58K	﹤0.01%	685
2019 Q1	$4K	Hold	62	–	–	﹤0.01%	703
2018 Q4	$4K	Hold	62	–	–	﹤0.01%	613
2018 Q3	$5K	Hold	62	–	–	﹤0.01%	617
2018 Q2	$5K	Buy	+62	New	+$5.19K	﹤0.01%	710

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

Squar Milner Financial Services's SMG Position: Q2 2020 in Review

Squar Milner Financial Services sold out of ScottsMiracle-Gro (SMG) in Q2 2020, closing a stake of 13 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in SMG in Q2 2018 and held it in 7 quarters. The position peaked at $5K in Q3 2018. 458 funds tracked by Wall St. Rank hold SMG as of Q2 2020.

Squar Milner Financial Services reported no remaining ScottsMiracle-Gro position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 13 ScottsMiracle-Gro shares in Q2 2020, an estimated $1K.
Squar Milner Financial Services first reported a position in ScottsMiracle-Gro in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's ScottsMiracle-Gro position peaked at $5K in Q3 2018.
458 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.