Cliff Asness's SMG Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 386,788 shares of The Scotts Miracle-Gro Company (SMG) worth $22.26 M, representing 0.01% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in SMG, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2025, adding 675,493 shares. Largest reduction occurred in Q3 2025, reducing 315,719 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's The Scotts Miracle-Gro Company (SMG) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Scotts Miracle-Gro Company (SMG) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -120,236 | Reduce 23.71% | 386,788 | $57.54 |
| Q3 2025 | -315,719 | Reduce 38.37% | 507,024 | $55.40 |
| Q2 2025 | +675,493 | Add 458.74% | 822,743 | $65.96 |
| Q1 2025 | -274,587 | Reduce 65.09% | 147,250 | $53.92 |
| Q4 2024 | -189,140 | Reduce 30.96% | 421,837 | $65.54 |
| Q3 2024 | -150,086 | Reduce 19.72% | 610,977 | $85.62 |
| Q2 2024 | +502,353 | Add 194.18% | 761,063 | $65.06 |
| Q1 2024 | +185,409 | Add 252.94% | 258,710 | $74.58 |
| Q4 2023 | +13,075 | Add 21.71% | 73,301 | $63.75 |
| Q3 2023 | +60,226 | New Buy | 60,226 | $51.68 |
| Q1 2022 | -11,145 | Sold Out | 0 | $0.00 |
| Q4 2021 | -2,758 | Reduce 19.84% | 11,145 | $159.98 |
| Q3 2021 | -15,625 | Reduce 52.92% | 13,903 | $146.37 |
| Q2 2021 | -926 | Reduce 3.04% | 29,528 | $191.92 |
| Q1 2021 | -4,401 | Reduce 12.63% | 30,454 | $244.96 |
| Q4 2020 | +9,349 | Add 36.65% | 34,855 | $194.52 |
| Q3 2020 | +2,731 | Add 11.99% | 25,506 | $152.36 |
| Q2 2020 | -5,458 | Reduce 19.33% | 22,775 | $131.15 |
| Q1 2020 | -1,998 | Reduce 6.61% | 28,233 | $102.40 |
| Q4 2019 | +24,150 | Add 397.14% | 30,231 | $106.18 |
| Q3 2019 | +6,081 | New Buy | 6,081 | $100.31 |
| Q4 2018 | -6,869 | Sold Out | 0 | $0.00 |
| Q3 2018 | -14,394 | Reduce 67.70% | 6,869 | $78.76 |
| Q2 2018 | +18,711 | Add 733.19% | 21,263 | $83.15 |
| Q1 2018 | +2,552 | New Buy | 2,552 | $85.82 |
| Q4 2017 | -101,488 | Sold Out | 0 | $0.00 |
| Q3 2017 | -18,776 | Reduce 15.61% | 101,488 | $97.38 |
| Q2 2017 | +593 | Add 0.50% | 120,264 | $89.46 |
| Q1 2017 | +17 | Add 0.01% | 119,671 | $93.39 |
| Q4 2016 | +610 | Add 0.51% | 119,654 | $95.55 |
| Q3 2016 | +6,389 | Add 5.67% | 119,044 | $83.27 |
| Q2 2016 | +31,490 | Add 38.80% | 112,655 | $69.91 |
| Q1 2016 | +6,116 | Add 8.15% | 81,165 | $72.77 |
| Q4 2015 | +34,805 | Add 86.48% | 75,049 | $64.50 |
| Q3 2015 | +13,686 | Add 51.53% | 40,244 | $60.83 |
| Q2 2015 | +6,686 | Add 33.65% | 26,558 | $59.19 |
| Q1 2015 | -17,586 | Reduce 46.95% | 19,872 | $67.18 |
| Q4 2014 | +3,058 | Add 8.89% | 37,458 | $62.31 |
| Q3 2014 | +1,400 | Add 4.24% | 34,400 | $55.00 |
| Q2 2014 | +5,400 | Add 19.57% | 33,000 | $56.85 |
| Q1 2014 | +27,600 | New Buy | 27,600 | $61.27 |
| Q4 2012 | +33,300 | Add 0.00% | 33,300 | $44.05 |
Cliff Asness's The Scotts Miracle-Gro Company Investment FAQs
Cliff Asness first purchased The Scotts Miracle-Gro Company (SMG) in Q4 2012, acquiring 33,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held The Scotts Miracle-Gro Company (SMG) for 46 quarters since Q4 2012.
Cliff Asness's largest addition to The Scotts Miracle-Gro Company (SMG) was in Q2 2025, adding 822,743 shares worth $54.27 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 386,788 shares of The Scotts Miracle-Gro Company (SMG), valued at approximately $22.26 M.
As of the Q4 2025 filing, The Scotts Miracle-Gro Company (SMG) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in The Scotts Miracle-Gro Company (SMG) was 822,743 shares, as reported at the end of Q2 2025.