Scharf Investments’s ScottsMiracle-Gro SMG Stock Holding History

Scharf Investments’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
2024 Q4	–	Sell	-2,729	Closed	-$237K	–	72
2024 Q3	$237K	Buy	+2,729	New	+$192K	0.01%	57

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Scharf Investments's SMG Position: Q4 2024 in Review

Scharf Investments sold out of ScottsMiracle-Gro (SMG) in Q4 2024, closing a stake of 2,729 shares — an estimated $237K sold.

Scharf Investments first reported a position in SMG in Q3 2024 and held it in 1 quarter. The position peaked at $237K in Q3 2024. 446 funds tracked by Wall St. Rank hold SMG as of Q4 2024.

Scharf Investments reported no remaining ScottsMiracle-Gro position as of Q4 2024 after selling out during the quarter.
Scharf Investments sold 2,729 ScottsMiracle-Gro shares in Q4 2024, an estimated $237K.
Scharf Investments first reported a position in ScottsMiracle-Gro in Q3 2024 and held it in 1 quarter.
Scharf Investments's ScottsMiracle-Gro position peaked at $237K in Q3 2024.
446 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2024.

Based on Scharf Investments's 13F filing for Q4 2024, filed 24 Jan 2025.