Summit Global Investments’s ScottsMiracle-Gro SMG Stock Holding History

Summit Global 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
2025 Q3	–	Sell	-5,988	Closed	-$395K	–	541
2025 Q2	$395K	Sell	5,988 -380	-6%	-$22K	0.02%	340
2025 Q1	$350K	Buy	+6,368	New	+$412K	0.03%	349
2022 Q1	–	Sell	-3,066	Closed	-$494K	–	548
2021 Q4	$494K	Sell	3,066 -1,400	-31%	-$217K	0.03%	363
2021 Q3	$654K	Buy	4,466 +1,500	+51%	+$246K	0.05%	266
2021 Q2	$569K	Buy	2,966 +1,400	+89%	+$309K	0.03%	332
2021 Q1	$384K	Buy	+1,566	New	+$355K	0.02%	403

Other funds holding SMG

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

Summit Global Investments's SMG Position: Q3 2025 in Review

Summit Global Investments sold out of ScottsMiracle-Gro (SMG) in Q3 2025, closing a stake of 5,988 shares — an estimated $395K sold.

Summit Global Investments first reported a position in SMG in Q1 2021 and held it in 6 quarters. The position peaked at $654K in Q3 2021. 455 funds tracked by Wall St. Rank hold SMG as of Q3 2025.

Summit Global Investments reported no remaining ScottsMiracle-Gro position as of Q3 2025 after selling out during the quarter.
Summit Global Investments sold 5,988 ScottsMiracle-Gro shares in Q3 2025, an estimated $395K.
Summit Global Investments first reported a position in ScottsMiracle-Gro in Q1 2021 and held it in 6 quarters.
Summit Global Investments's ScottsMiracle-Gro position peaked at $654K in Q3 2021.
455 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.