TwinBeech Capital’s ScottsMiracle-Gro SMG Stock Holding History

TwinBeech Capital’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
2026 Q1	$1.08M	Buy	+17,766	New	+$1.15M	0.11%	232
2025 Q4	–	Sell	-3,930	Closed	-$224K	–	828
2025 Q3	$224K	Buy	+3,930	New	+$248K	0.01%	513
2025 Q2	–	Sell	-27,365	Closed	-$1.5M	–	952
2025 Q1	$1.5M	Buy	27,365 +24,329	+801%	+$1.57M	0.03%	427
2024 Q4	$201K	Buy	+3,036	New	+$240K	﹤0.01%	561
2024 Q1	–	Sell	-53,175	Closed	-$3.39M	–	825
2023 Q4	$3.39M	Buy	+53,175	New	+$2.87M	0.05%	328
2023 Q3	–	Sell	-122,079	Closed	-$7.65M	–	877
2023 Q2	$7.65M	Buy	122,079 +23,886	+24%	+$1.6M	0.15%	175
2023 Q1	$6.85M	Buy	98,193 +37,127	+61%	+$2.67M	0.14%	196
2022 Q4	$2.97M	Buy	61,066 +9,895	+19%	+$496K	0.06%	361
2022 Q3	$2.19M	Buy	+51,171	New	+$3.67M	0.06%	320
2020 Q4	–	Sell	-9,165	Closed	-$1.4M	–	596
2020 Q3	$1.4M	Buy	+9,165	New	+$1.42M	0.3%	93

Other funds holding SMG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

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