Meridian Management’s ScottsMiracle-Gro SMG Stock Holding History

Meridian 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
2023 Q4	–	Sell	-42,890	Closed	-$2.22M	–	104
2023 Q3	$2.22M	Sell	42,890 -324	-0.7%	-$18.8K	0.72%	31
2023 Q2	$2.71M	Sell	43,214 -570	-1%	-$38.2K	0.85%	31
2023 Q1	$3.05M	Sell	43,784 -2,940	-6%	-$211K	1%	28
2022 Q4	$2.27M	Buy	46,724 +779	+2%	+$39K	0.83%	30
2022 Q3	$1.96M	Buy	+45,945	New	+$3.3M	0.78%	30
2013 Q3	–	Sell	-32,375	Closed	-$1.63M	–	60
2013 Q2	$1.63M	Buy	+32,375	New	+$1.51M	1.43%	31

Other funds holding SMG

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Meridian Management's SMG Position: Q4 2023 in Review

Meridian Management sold out of ScottsMiracle-Gro (SMG) in Q4 2023, closing a stake of 42,890 shares — an estimated $2.22M sold.

Meridian Management first reported a position in SMG in Q2 2013 and held it in 6 quarters. The position peaked at $3.05M in Q1 2023. 445 funds tracked by Wall St. Rank hold SMG as of Q4 2023.

Meridian Management reported no remaining ScottsMiracle-Gro position as of Q4 2023 after selling out during the quarter.
Meridian Management sold 42,890 ScottsMiracle-Gro shares in Q4 2023, an estimated $2.22M.
Meridian Management first reported a position in ScottsMiracle-Gro in Q2 2013 and held it in 6 quarters.
Meridian Management's ScottsMiracle-Gro position peaked at $3.05M in Q1 2023.
445 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2023.

Based on Meridian Management's 13F filing for Q4 2023, filed 12 Feb 2024.