Freedom Investment Management’s ScottsMiracle-Gro SMG Stock Holding History

Freedom Investment 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
2025 Q3	–	Sell	-3,835	Closed	-$253K	–	609
2025 Q2	$253K	Buy	+3,835	New	+$222K	0.02%	642
2017 Q1	–	Sell	-2,141	Closed	-$205K	–	1109
2016 Q4	$205K	Sell	2,141 -8,802	-80%	-$789K	0.01%	901
2016 Q3	$911K	Buy	10,943 +1,529	+16%	+$121K	0.06%	265
2016 Q2	$658K	Buy	9,414 +3,636	+63%	+$253K	0.04%	337
2016 Q1	$420K	Buy	5,778 +2,233	+63%	+$152K	0.03%	455
2015 Q4	$229K	Buy	+3,545	New	+$235K	0.02%	645

Other funds holding SMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

Freedom Investment Management's SMG Position: Q3 2025 in Review

Freedom Investment Management sold out of ScottsMiracle-Gro (SMG) in Q3 2025, closing a stake of 3,835 shares — an estimated $253K sold.

Freedom Investment Management first reported a position in SMG in Q4 2015 and held it in 6 quarters. The position peaked at $911K in Q3 2016. 455 funds tracked by Wall St. Rank hold SMG as of Q3 2025.

Freedom Investment Management reported no remaining ScottsMiracle-Gro position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 3,835 ScottsMiracle-Gro shares in Q3 2025, an estimated $253K.
Freedom Investment Management first reported a position in ScottsMiracle-Gro in Q4 2015 and held it in 6 quarters.
Freedom Investment Management's ScottsMiracle-Gro position peaked at $911K in Q3 2016.
455 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.