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Heritage Family Offices’s ScottsMiracle-Gro SMG Stock Holding History

Heritage Family Offices’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
Q1 		– Sell
-3,212
Closed -$213K – 193
2024
Q4 		$213K Sell
3,212
-267
-8% -$21.1K 0.11% 173
2024
Q3 		$302K Sell
3,479
-8
-0.2% -$562 0.16% 128
2024
Q2 		$227K Buy
+3,487
New +$238K 0.13% 154

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Heritage Family Offices's SMG Position: Q1 2025 in Review

Heritage Family Offices sold out of ScottsMiracle-Gro (SMG) in Q1 2025, closing a stake of 3,212 shares — an estimated $213K sold.

Heritage Family Offices first reported a position in SMG in Q2 2024 and held it in 3 quarters. The position peaked at $302K in Q3 2024. 441 funds tracked by Wall St. Rank hold SMG as of Q1 2025.

  • Heritage Family Offices reported no remaining ScottsMiracle-Gro position as of Q1 2025 after selling out during the quarter.
  • Heritage Family Offices sold 3,212 ScottsMiracle-Gro shares in Q1 2025, an estimated $213K.
  • Heritage Family Offices first reported a position in ScottsMiracle-Gro in Q2 2024 and held it in 3 quarters.
  • Heritage Family Offices's ScottsMiracle-Gro position peaked at $302K in Q3 2024.
  • 441 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2025.

Based on Heritage Family Offices's 13F filing for Q1 2025, filed 10 Apr 2025.