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Tortoise Investment Management’s ScottsMiracle-Gro SMG Stock Holding History

Tortoise Investment 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
Q1 		– Sell
-516
Closed -$34.2K – 876
2024
Q4 		$34.2K Buy
516
+225
+77% +$17.8K ﹤0.01% 483
2024
Q3 		$25.2K Buy
291
+32
+12% +$2.25K ﹤0.01% 526
2024
Q2 		$16.9K Buy
259
+114
+79% +$7.79K ﹤0.01% 558
2024
Q1 		$10.8K Buy
+145
New +$9.01K ﹤0.01% 616

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Tortoise Investment Management's SMG Position: Q1 2025 in Review

Tortoise Investment Management sold out of ScottsMiracle-Gro (SMG) in Q1 2025, closing a stake of 516 shares — an estimated $34.2K sold.

Tortoise Investment Management first reported a position in SMG in Q1 2024 and held it in 4 quarters. The position peaked at $34.2K in Q4 2024. 441 funds tracked by Wall St. Rank hold SMG as of Q1 2025.

  • Tortoise Investment Management reported no remaining ScottsMiracle-Gro position as of Q1 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 516 ScottsMiracle-Gro shares in Q1 2025, an estimated $34.2K.
  • Tortoise Investment Management first reported a position in ScottsMiracle-Gro in Q1 2024 and held it in 4 quarters.
  • Tortoise Investment Management's ScottsMiracle-Gro position peaked at $34.2K in Q4 2024.
  • 441 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2025.

Based on Tortoise Investment Management's 13F filing for Q1 2025, filed 14 May 2025.