SSG
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Summit Securities Group’s ScottsMiracle-Gro SMG Stock Holding History

Summit Securities Group’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
2022
Q1 		– Sell
-1,200
Closed -$193K – 1335
2021
Q4 		$193K Buy
+1,200
New +$186K 0.01% 605
2020
Q3 		– Sell
-40
Closed -$538K – 484
2020
Q2 		$538K Buy
+40
New +$5.17K 0.07% 227
2019
Q4 		– Sell
-21
Closed -$214K – 507
2019
Q3 		$214K Buy
+21
New +$2.2K 0.02% 305

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Summit Securities Group's SMG Position: Q2 2025 in Review

Summit Securities Group sold out of ScottsMiracle-Gro (SMG) in Q2 2025, closing a stake of 7,950 shares — an estimated $436K sold.

Summit Securities Group first reported a position in SMG in Q2 2020 and held it in 2 quarters. The position peaked at $436K in Q1 2025. 448 funds tracked by Wall St. Rank hold SMG as of Q2 2025.

  • Summit Securities Group reported no remaining ScottsMiracle-Gro position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 7,950 ScottsMiracle-Gro shares in Q2 2025, an estimated $436K.
  • Summit Securities Group first reported a position in ScottsMiracle-Gro in Q2 2020 and held it in 2 quarters.
  • Summit Securities Group's ScottsMiracle-Gro position peaked at $436K in Q1 2025.
  • 448 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.