Atala Financial’s ScottsMiracle-Gro SMG Stock Holding History

Atala Financial’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
2025 Q2	–	Sell	-376	Closed	-$20.6K	–	394
2025 Q1	$20.6K	Hold	376	–	–	0.02%	240
2024 Q4	$24.9K	Buy	+376	New	+$29.7K	0.02%	233

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Atala Financial's SMG Position: Q2 2025 in Review

Atala Financial sold out of ScottsMiracle-Gro (SMG) in Q2 2025, closing a stake of 376 shares — an estimated $20.6K sold.

Atala Financial first reported a position in SMG in Q4 2024 and held it in 2 quarters. The position peaked at $24.9K in Q4 2024. 448 funds tracked by Wall St. Rank hold SMG as of Q2 2025.

Atala Financial reported no remaining ScottsMiracle-Gro position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 376 ScottsMiracle-Gro shares in Q2 2025, an estimated $20.6K.
Atala Financial first reported a position in ScottsMiracle-Gro in Q4 2024 and held it in 2 quarters.
Atala Financial's ScottsMiracle-Gro position peaked at $24.9K in Q4 2024.
448 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.