Y-Intercept (HK)
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Y-Intercept (HK)’s ScottsMiracle-Gro SMG Stock Holding History

Y-Intercept (HK)’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
Q3 		– Sell
-19,256
Closed -$1.31M – 2059
2026
Q2 		$1.31M Buy
+19,256
New +$1.19M 0.03% 918
2026
Q1 		– Sell
-18,239
Closed -$1.06M – 2014
2025
Q4 		$1.06M Sell
18,239
-16,248
-47% -$911K 0.02% 953
2025
Q3 		$1.96M Sell
34,487
-21,657
-39% -$1.37M 0.05% 618
2025
Q2 		$3.7M Buy
56,144
+47,463
+547% +$2.74M 0.09% 331
2025
Q1 		$476K Buy
+8,681
New +$561K 0.03% 715
2024
Q4 		– Sell
-39,620
Closed -$3.44M – 1617
2024
Q3 		$3.44M Buy
+39,620
New +$2.78M 0.21% 100
2024
Q2 		– Sell
-4,505
Closed -$336K – 1877
2024
Q1 		$336K Sell
4,505
-6,826
-60% -$424K 0.03% 907
2023
Q4 		$722K Buy
+11,331
New +$612K 0.07% 445
2023
Q2 		– Sell
-7,735
Closed -$539K – 1689
2023
Q1 		$539K Buy
+7,735
New +$556K 0.06% 484
2022
Q4 		– Sell
-17,526
Closed -$749K – 1320
2022
Q3 		$749K Buy
17,526
+14,174
+423% +$1.02M 0.07% 394
2022
Q2 		$265K Sell
3,352
-63
-2% -$6.23K 0.03% 624
2022
Q1 		$420K Buy
+3,415
New +$478K 0.1% 335
2021
Q4 		– Sell
-4,527
Closed -$663K – 859
2021
Q3 		$663K Sell
4,527
-1,254
-22% -$205K 0.12% 266
2021
Q2 		$1.11M Buy
+5,781
New +$1.28M 0.28% 77

Other funds holding SMG

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CWM
Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return
Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Carolina Wealth Advisors
Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Y-Intercept (HK)'s SMG Position: Q3 2026 in Review

Y-Intercept (HK) sold out of ScottsMiracle-Gro (SMG) in Q3 2026, closing a stake of 19,256 shares — an estimated $1.31M sold.

Y-Intercept (HK) first reported a position in SMG in Q2 2021 and held it in 14 quarters. The position peaked at $3.7M in Q2 2025. 82 funds tracked by Wall St. Rank hold SMG as of Q3 2026.

  • Y-Intercept (HK) reported no remaining ScottsMiracle-Gro position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 19,256 ScottsMiracle-Gro shares in Q3 2026, an estimated $1.31M.
  • Y-Intercept (HK) first reported a position in ScottsMiracle-Gro in Q2 2021 and held it in 14 quarters.
  • Y-Intercept (HK)'s ScottsMiracle-Gro position peaked at $3.7M in Q2 2025.
  • 82 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.