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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 $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Lion Street Advisors's SMG Position: Q3 2025 in Review

Lion Street Advisors reduced its ScottsMiracle-Gro (SMG) stake by 20% in Q3 2025, selling an estimated $55.6K and leaving 3,563 shares worth $529K. The position accounts for 0.18% of the portfolio, ranked #105.

Lion Street Advisors first reported a position in SMG in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.14M in Q1 2023. 457 funds tracked by Wall St. Rank hold SMG as of Q3 2025.

  • Lion Street Advisors held 3,563 shares of ScottsMiracle-Gro worth $529K as of Q3 2025.
  • Lion Street Advisors sold 881 ScottsMiracle-Gro shares in Q3 2025, an estimated $55.6K.
  • ScottsMiracle-Gro made up 0.18% of Lion Street Advisors's portfolio in Q3 2025, its #105 holding.
  • Lion Street Advisors first reported a position in ScottsMiracle-Gro in Q1 2020 and has held it in 18 quarters since.
  • Lion Street Advisors's ScottsMiracle-Gro position peaked at $1.14M in Q1 2023.
  • 457 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.