Echo Street Capital Management’s ScottsMiracle-Gro SMG Stock Holding History

Echo Street Capital 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
2023 Q3	–	Sell	-14,294	Closed	-$896K	–	565
2023 Q2	$896K	Buy	14,294 +10,700	+298%	+$717K	0.01%	158
2023 Q1	$251K	Buy	+3,594	New	+$258K	﹤0.01%	415
2022 Q4	–	Sell	-15,715	Closed	-$672K	–	638
2022 Q3	$672K	Buy	+15,715	New	+$1.13M	0.01%	221
2022 Q2	–	Sell	-6,012	Closed	-$739K	–	696
2022 Q1	$739K	Buy	+6,012	New	+$841K	0.01%	305
2021 Q4	–	Sell	-1,532	Closed	-$224K	–	742
2021 Q3	$224K	Sell	1,532 -5,841	-79%	-$957K	﹤0.01%	557
2021 Q2	$1.42M	Buy	+7,373	New	+$1.63M	0.01%	166

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 $6.73T AUM 46.02% 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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Echo Street Capital Management's SMG Position: Q3 2023 in Review

Echo Street Capital Management sold out of ScottsMiracle-Gro (SMG) in Q3 2023, closing a stake of 14,294 shares — an estimated $896K sold.

Echo Street Capital Management first reported a position in SMG in Q2 2021 and held it in 6 quarters. The position peaked at $1.42M in Q2 2021. 403 funds tracked by Wall St. Rank hold SMG as of Q3 2023.

Echo Street Capital Management reported no remaining ScottsMiracle-Gro position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 14,294 ScottsMiracle-Gro shares in Q3 2023, an estimated $896K.
Echo Street Capital Management first reported a position in ScottsMiracle-Gro in Q2 2021 and held it in 6 quarters.
Echo Street Capital Management's ScottsMiracle-Gro position peaked at $1.42M in Q2 2021.
403 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.