Loomis, Sayles & Company’s ScottsMiracle-Gro SMG Stock Holding History

Loomis, Sayles & Company’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
2023 Q2	–	Sell	-248	Closed	-$17K	–	1061
2023 Q1	$17K	Sell	248 -332	-57%	-$23.9K	﹤0.01%	751
2022 Q4	$28K	Buy	+580	New	+$29K	﹤0.01%	707
2022 Q3	–	Sell	-84,645	Closed	-$6.69M	–	1043
2022 Q2	$6.69M	Sell	84,645 -73,435	-46%	-$7.26M	0.01%	382
2022 Q1	$19.4M	Buy	158,080 +93,006	+143%	+$13M	0.03%	297
2021 Q4	$10.5M	Buy	+65,074	New	+$10.1M	0.01%	379
2021 Q2	–	Sell	-62	Closed	-$15K	–	902
2021 Q1	$15K	Hold	62	–	–	﹤0.01%	697
2020 Q4	$12K	Buy	+62	New	+$10.6K	﹤0.01%	697

Other funds holding SMG

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Loomis, Sayles & Company's SMG Position: Q2 2023 in Review

Loomis, Sayles & Company sold out of ScottsMiracle-Gro (SMG) in Q2 2023, closing a stake of 248 shares — an estimated $17K sold.

Loomis, Sayles & Company first reported a position in SMG in Q4 2020 and held it in 7 quarters. The position peaked at $19.4M in Q1 2022. 431 funds tracked by Wall St. Rank hold SMG as of Q2 2023.

Loomis, Sayles & Company reported no remaining ScottsMiracle-Gro position as of Q2 2023 after selling out during the quarter.
Loomis, Sayles & Company sold 248 ScottsMiracle-Gro shares in Q2 2023, an estimated $17K.
Loomis, Sayles & Company first reported a position in ScottsMiracle-Gro in Q4 2020 and held it in 7 quarters.
Loomis, Sayles & Company's ScottsMiracle-Gro position peaked at $19.4M in Q1 2022.
431 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2023.

Based on Loomis, Sayles & Company's 13F filing for Q2 2023, filed 11 Aug 2023.