WEDGE CAPITAL MANAGEMENT L L P/NC SMG SCOTTS CO CL A

Ownership history in WEDGE CAPITAL MANAGEMENT L L P/NC  ·  67 quarters on record

AI Ownership Summary

WEDGE CAPITAL MANAGEMENT L L P/NC reported SCOTTS CO CL A (SMG) in 67 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.15% in 2024 Q1. The latest visible filing shows SMG at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEDGE CAPITAL MANAGEMENT L L P/NC's position in SCOTTS CO CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SMG was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WEDGE CAPITAL MANAGEMENT L L P/NC held SMG — position size vs. price
% of Fund (quarterly)    SMG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 37,109 +1,311 +3.7% 0.04% $2.3M 2026-04-13 $61.22
2025 Q4 REDUCED 6.1% +5.2% 35,798 -2,341 -6.1% 0.04% $2.1M 2026-01-14 $62.26
2025 Q3 ADDED 38,139 +153 +0.4% 0.04% $2.2M 2025-10-10 $53.66
2025 Q2 REDUCED 34.0% -14.4% 37,986 -19,604 -34.0% 0.04% $2.5M 2025-07-11 $66.32
2025 Q1 ADDED 57,590 +3,512 +6.5% 0.06% $3.2M 2025-04-14 $48.79
2024 Q4 REDUCED 44.4% -16.4% 54,078 -43,124 -44.4% 0.06% $3.6M 2025-01-15 $66.16
2024 Q3 REDUCED 13.9% -24.2% 97,202 -15,637 -13.9% 0.15% $8.4M 2024-10-11 $80.19
2024 Q2 REDUCED 6.7% +34.5% 112,839 -8,121 -6.7% 0.13% $7.3M 2024-07-17 $61.84
2024 Q1 ADDED 120,960 +61,200 +102.4% 0.15% $9.0M 2024-04-23 $62.45
2023 Q4 ADDED 59,760 +18,756 +45.7% 0.07% $3.8M 2024-02-01 $52.15
57 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WEDGE CAPITAL MANAGEMENT L L P/NC and SMG

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEDGE CAPITAL MANAGEMENT L L P/NC reported owning SMG?

WEDGE CAPITAL MANAGEMENT L L P/NC reported SMG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SMG position in WEDGE CAPITAL MANAGEMENT L L P/NC's portfolio?

The largest reported portfolio weight for SMG was 0.15% in 2024 Q1.

What is the latest reported SMG position on this page?

The most recent filing on this page is 2026 Q1, when WEDGE CAPITAL MANAGEMENT L L P/NC reported 37,109 shares, equal to 0.04% of portfolio, with an estimated market value of $2.3M.

What does the chart on this SMG ownership page compare?

The chart compares WEDGE CAPITAL MANAGEMENT L L P/NC's quarterly SMG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEDGE CAPITAL MANAGEMENT L L P/NC time their SMG position?

Based on 13F filing dates vs. subsequent SMG price moves, WEDGE CAPITAL MANAGEMENT L L P/NC correctly timed 42 out of 66 reported position changes (64%). The annualised alpha on SMG relative to SPY over the holding period was +5.9%.

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