LSA
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Lion Street Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Lion Street 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
Q3 		$529K Sell
3,563
-881
-20% -$55.6K 0.18% 105
2025
Q2 		$293K Sell
4,444
-72
-2% -$4.16K 0.09% 220
2025
Q1 		$248K Sell
4,516
-190
-4% -$12.3K 0.08% 227
2024
Q4 		$312K Sell
4,706
-250
-5% -$19.8K 0.1% 196
2024
Q3 		$430K Sell
4,956
-426
-8% -$29.9K 0.15% 152
2024
Q2 		$350K Sell
5,382
-330
-6% -$22.6K 0.13% 174
2024
Q1 		$364K Hold
5,712
– – 0.15% 148
2023
Q4 		$364K Sell
5,712
-10,481
-65% -$566K 0.15% 148
2023
Q3 		$837K Buy
16,193
+12,610
+352% +$730K 0.27% 72
2023
Q2 		$532K Sell
3,583
-12,720
-78% -$853K 0.18% 111
2023
Q1 		$1.14M Buy
16,303
+13,455
+472% +$968K 0.35% 48
2022
Q4 		$423K Sell
2,848
-9,946
-78% -$498K 0.22% 74
2022
Q3 		$547K Buy
12,794
+9,946
+349% +$714K 0.27% 50
2022
Q2 		$421K Buy
2,848
+40
+1% +$3.95K 0.22% 74
2022
Q1 		$340K Sell
2,808
-40
-1% -$5.6K 0.17% 92
2021
Q4 		$452K Hold
2,848
– – 0.22% 71
2021
Q3 		$418K Buy
+2,848
New +$467K 0.23% 72
2020
Q2 		– Sell
-72
Closed -$7K – 349
2020
Q1 		$7K Buy
+72
New +$7.92K 0.04% 209

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
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