IPW
SMG icon

Impact Partnership Wealth’s ScottsMiracle-Gro SMG Stock Holding History

Impact Partnership Wealth’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
-3,656
Closed -$243K – 334
2024
Q4 		$243K Buy
3,656
+77
+2% +$6.09K 0.05% 241
2024
Q3 		$310K Sell
3,579
-49
-1% -$3.44K 0.07% 168
2024
Q2 		$236K Buy
3,628
+624
+21% +$42.7K 0.06% 186
2024
Q1 		$224K Buy
3,004
+2,957
+6,291% +$184K 0.09% 153
2023
Q4 		$3K Sell
47
-2,245
-98% -$121K ﹤0.01% 647
2023
Q3 		$118K Buy
+2,292
New +$133K 0.04% 287

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

Impact Partnership Wealth's SMG Position: Q1 2025 in Review

Impact Partnership Wealth sold out of ScottsMiracle-Gro (SMG) in Q1 2025, closing a stake of 3,656 shares — an estimated $243K sold.

Impact Partnership Wealth first reported a position in SMG in Q3 2023 and held it in 6 quarters. The position peaked at $310K in Q3 2024. 441 funds tracked by Wall St. Rank hold SMG as of Q1 2025.

  • Impact Partnership Wealth reported no remaining ScottsMiracle-Gro position as of Q1 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 3,656 ScottsMiracle-Gro shares in Q1 2025, an estimated $243K.
  • Impact Partnership Wealth first reported a position in ScottsMiracle-Gro in Q3 2023 and held it in 6 quarters.
  • Impact Partnership Wealth's ScottsMiracle-Gro position peaked at $310K in Q3 2024.
  • 441 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2025.

Based on Impact Partnership Wealth's 13F filing for Q1 2025, filed 5 May 2025.