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Chicago Partners Investment Group’s ScottsMiracle-Gro SMG Stock Holding History

Chicago Partners Investment 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
2025
Q3 		– Sell
-6,201
Closed -$435K – 1244
2025
Q2 		$435K Buy
+6,201
New +$359K 0.01% 656
2018
Q4 		– Sell
-162
Closed -$11K – 818
2018
Q3 		$11K Hold
162
– – ﹤0.01% 799
2018
Q2 		$13K Hold
162
– – ﹤0.01% 755
2018
Q1 		$14K Buy
+162
New +$15.4K ﹤0.01% 717
2017
Q4 		– Sell
-271
Closed -$26K – 948
2017
Q3 		$26K Buy
+271
New +$25.7K ﹤0.01% 562

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Chicago Partners Investment Group's SMG Position: Q3 2025 in Review

Chicago Partners Investment Group sold out of ScottsMiracle-Gro (SMG) in Q3 2025, closing a stake of 6,201 shares — an estimated $435K sold.

Chicago Partners Investment Group first reported a position in SMG in Q3 2017 and held it in 5 quarters. The position peaked at $435K in Q2 2025. 455 funds tracked by Wall St. Rank hold SMG as of Q3 2025.

  • Chicago Partners Investment Group reported no remaining ScottsMiracle-Gro position as of Q3 2025 after selling out during the quarter.
  • Chicago Partners Investment Group sold 6,201 ScottsMiracle-Gro shares in Q3 2025, an estimated $435K.
  • Chicago Partners Investment Group first reported a position in ScottsMiracle-Gro in Q3 2017 and held it in 5 quarters.
  • Chicago Partners Investment Group's ScottsMiracle-Gro position peaked at $435K in Q2 2025.
  • 455 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2025.

Based on Chicago Partners Investment Group's 13F filing for Q3 2025, filed 30 Oct 2025.