Stonebridge Financial Planning Group’s ScottsMiracle-Gro SMG Stock Holding History

Stonebridge Financial Planning Group’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 Q1	–	Sell	-225	Closed	-$33K	–	325
2021 Q4	$33K	Sell	225 -225	-50%	-$34.8K	0.02%	253
2021 Q3	$73K	Sell	450 -190	-30%	-$31.1K	0.04%	190
2021 Q2	$117K	Buy	640 +110	+21%	+$24.3K	0.06%	146
2021 Q1	$133K	Buy	530 +480	+960%	+$109K	0.08%	136
2020 Q4	$10K	Buy	50 +13	+35%	+$2.23K	0.01%	329
2020 Q3	$6K	Hold	37	–	–	﹤0.01%	344
2020 Q2	$5K	Buy	+37	New	+$4.78K	﹤0.01%	359

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

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

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

Stonebridge Financial Planning Group's SMG Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of ScottsMiracle-Gro (SMG) in Q1 2022, closing a stake of 225 shares — an estimated $33K sold.

Stonebridge Financial Planning Group first reported a position in SMG in Q2 2020 and held it in 7 quarters. The position peaked at $133K in Q1 2021. 516 funds tracked by Wall St. Rank hold SMG as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining ScottsMiracle-Gro position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 225 ScottsMiracle-Gro shares in Q1 2022, an estimated $33K.
Stonebridge Financial Planning Group first reported a position in ScottsMiracle-Gro in Q2 2020 and held it in 7 quarters.
Stonebridge Financial Planning Group's ScottsMiracle-Gro position peaked at $133K in Q1 2021.
516 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.