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Lorne Steinberg Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Lorne Steinberg Wealth Management’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 		– Sell
-34,115
Closed -$2.25M – 74
2025
Q2 		$2.25M Sell
34,115
-1,135
-3% -$65.6K 0.59% 54
2025
Q1 		$1.93M Buy
35,250
+175
+0.5% +$11.3K 0.56% 54
2024
Q4 		$2.33M Sell
35,075
-30
-0.1% -$2.37K 0.67% 52
2024
Q3 		$3.04M Sell
35,105
-540
-2% -$37.9K 0.88% 50
2024
Q2 		$2.32M Buy
35,645
+75
+0.2% +$5.13K 0.75% 51
2024
Q1 		$2.65M Buy
35,570
+55
+0.2% +$3.42K 0.83% 50
2023
Q4 		$2.26M Sell
35,515
-4,605
-11% -$249K 0.76% 51
2023
Q3 		$2.07M Sell
40,120
-815
-2% -$47.2K 0.8% 51
2023
Q2 		$2.57M Sell
40,935
-220
-0.5% -$14.8K 0.97% 47
2023
Q1 		$2.87M Buy
41,155
+1,290
+3% +$92.8K 1.15% 48
2022
Q4 		$1.94M Sell
39,865
-1,305
-3% -$65.4K 0.83% 50
2022
Q3 		$1.76M Buy
41,170
+645
+2% +$46.3K 0.85% 49
2022
Q2 		$3.2M Buy
40,525
+740
+2% +$73.1K 1.51% 37
2022
Q1 		$4.89M Buy
39,785
+4,565
+13% +$639K 2.26% 20
2021
Q4 		$5.67M Buy
35,220
+16,393
+87% +$2.54M 2.44% 16
2021
Q3 		$2.76M Buy
+18,827
New +$3.09M 1.33% 37

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

Lorne Steinberg Wealth Management's SMG Position: Q3 2025 in Review

Lorne Steinberg Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q3 2025, closing a stake of 34,115 shares — an estimated $2.25M sold.

Lorne Steinberg Wealth Management first reported a position in SMG in Q3 2021 and held it in 16 quarters. The position peaked at $5.67M in Q4 2021. 455 funds tracked by Wall St. Rank hold SMG as of Q3 2025.

  • Lorne Steinberg Wealth Management reported no remaining ScottsMiracle-Gro position as of Q3 2025 after selling out during the quarter.
  • Lorne Steinberg Wealth Management sold 34,115 ScottsMiracle-Gro shares in Q3 2025, an estimated $2.25M.
  • Lorne Steinberg Wealth Management first reported a position in ScottsMiracle-Gro in Q3 2021 and held it in 16 quarters.
  • Lorne Steinberg Wealth Management's ScottsMiracle-Gro position peaked at $5.67M in Q4 2021.
  • 455 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2025.

Based on Lorne Steinberg Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.