EF
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Empowered Funds’s ScottsMiracle-Gro SMG Stock Holding History

Empowered Funds’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
2026
Q1 		$520K Buy
+8,555
New +$553K ﹤0.01% 1633
2025
Q4 		– Sell
-5,282
Closed -$301K – 1768
2025
Q3 		$301K Sell
5,282
-6,007
-53% -$379K ﹤0.01% 1592
2025
Q2 		$745K Buy
11,289
+3,765
+50% +$218K 0.01% 1186
2025
Q1 		$413K Buy
7,524
+1,569
+26% +$101K 0.01% 1294
2024
Q4 		$395K Buy
5,955
+1,104
+23% +$87.3K 0.01% 1263
2024
Q3 		$421K Buy
+4,851
New +$341K 0.01% 1148
2019
Q4 		– Sell
-11,548
Closed -$1.18M – 138
2019
Q3 		$1.18M Buy
+11,548
New +$1.21M 0.51% 61

Other funds holding SMG

BlackRock
BlackRock New York $5.7T 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 $431B 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 $57.2B AUM 18.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return