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Everpar Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Everpar Advisors’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
-4,892
Closed -$269K – 274
2025
Q1 		$269K Sell
4,892
-967
-17% -$62.5K 0.14% 202
2024
Q4 		$389K Sell
5,859
-50
-0.8% -$3.95K 0.2% 142
2024
Q3 		$512K Sell
5,909
-873
-13% -$61.3K 0.27% 112
2024
Q2 		$441K Buy
6,782
+463
+7% +$31.7K 0.22% 141
2024
Q1 		$471K Sell
6,319
-3,831
-38% -$238K 0.29% 115
2023
Q4 		$647K Buy
+10,150
New +$548K 0.3% 120

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
IP
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Everpar Advisors's SMG Position: Q2 2025 in Review

Everpar Advisors sold out of ScottsMiracle-Gro (SMG) in Q2 2025, closing a stake of 4,892 shares — an estimated $269K sold.

Everpar Advisors first reported a position in SMG in Q4 2023 and held it in 6 quarters. The position peaked at $647K in Q4 2023. 448 funds tracked by Wall St. Rank hold SMG as of Q2 2025.

  • Everpar Advisors reported no remaining ScottsMiracle-Gro position as of Q2 2025 after selling out during the quarter.
  • Everpar Advisors sold 4,892 ScottsMiracle-Gro shares in Q2 2025, an estimated $269K.
  • Everpar Advisors first reported a position in ScottsMiracle-Gro in Q4 2023 and held it in 6 quarters.
  • Everpar Advisors's ScottsMiracle-Gro position peaked at $647K in Q4 2023.
  • 448 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2025.

Based on Everpar Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.