Tarbox Family Office’s ScottsMiracle-Gro SMG Stock Holding History

Tarbox Family Office’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	-27	Closed	-$3K	–	843
2022 Q1	$3K	Hold	27	–	–	﹤0.01%	726
2021 Q4	$4K	Hold	27	–	–	﹤0.01%	699
2021 Q3	$4K	Hold	27	–	–	﹤0.01%	729
2021 Q2	$5K	Hold	27	–	–	﹤0.01%	654
2021 Q1	$7K	Hold	27	–	–	﹤0.01%	483
2020 Q4	$5K	Hold	27	–	–	﹤0.01%	543
2020 Q3	$4K	Hold	27	–	–	﹤0.01%	559
2020 Q2	$4K	Sell	27 -98	-78%	-$12.7K	﹤0.01%	557
2020 Q1	$13K	Hold	125	–	–	﹤0.01%	296
2019 Q4	$13K	Hold	125	–	–	﹤0.01%	343
2019 Q3	$13K	Hold	125	–	–	﹤0.01%	302
2019 Q2	$12K	Sell	125 -9	-7%	-$800	﹤0.01%	315
2019 Q1	$11K	Hold	134	–	–	﹤0.01%	300
2018 Q4	$8K	Hold	134	–	–	﹤0.01%	325
2018 Q3	$11K	Hold	134	–	–	﹤0.01%	308
2018 Q2	$11K	Hold	134	–	–	﹤0.01%	301
2018 Q1	$11K	Buy	+134	New	+$12.8K	﹤0.01%	309

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

Tarbox Family Office's SMG Position: Q2 2022 in Review

Tarbox Family Office sold out of ScottsMiracle-Gro (SMG) in Q2 2022, closing a stake of 27 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in SMG in Q1 2018 and held it in 17 quarters. The position peaked at $13K in Q1 2020. 460 funds tracked by Wall St. Rank hold SMG as of Q2 2022.

Tarbox Family Office reported no remaining ScottsMiracle-Gro position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 27 ScottsMiracle-Gro shares in Q2 2022, an estimated $3K.
Tarbox Family Office first reported a position in ScottsMiracle-Gro in Q1 2018 and held it in 17 quarters.
Tarbox Family Office's ScottsMiracle-Gro position peaked at $13K in Q1 2020.
460 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.