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Caption Management’s ScottsMiracle-Gro SMG Stock Holding History

Caption Management’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
2024
Q4 		– Sell
-35,000
Closed -$3.03M – 1803
2024
Q3 		$3.03M Hold
35,000
– – 0.05% 440
2024
Q2 		$2.28M Buy
+35,000
New +$2.39M 0.04% 445
2021
Q1 		– Sell
-49,100
Closed -$9.78M – 1356
2020
Q4 		$9.78M Buy
+49,100
New +$8.42M 0.22% 123

Other funds holding SMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Caption Management's SMG Position: Q1 2026 in Review

Caption Management sold out of ScottsMiracle-Gro (SMG) in Q1 2026, closing a stake of 30,218 shares — an estimated $1.76M sold.

Caption Management first reported a position in SMG in Q4 2020 and held it in 9 quarters. The position peaked at $3.23M in Q3 2024. 439 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

  • Caption Management reported no remaining ScottsMiracle-Gro position as of Q1 2026 after selling out during the quarter.
  • Caption Management sold 30,218 ScottsMiracle-Gro shares in Q1 2026, an estimated $1.76M.
  • Caption Management first reported a position in ScottsMiracle-Gro in Q4 2020 and held it in 9 quarters.
  • Caption Management's ScottsMiracle-Gro position peaked at $3.23M in Q3 2024.
  • 439 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.