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SMG · LIN in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SMG
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterSMGLIN
Q3 202010 holders, $388mnone listed holders, n.a.
Q4 20208 holders, $464mnone listed holders, n.a.
Q1 202110 holders, $445mnone listed holders, n.a.
Q2 20218 holders, $337mnone listed holders, n.a.
Q3 20218 holders, $278mnone listed holders, n.a.
Q4 20217 holders, $401mnone listed holders, n.a.
Q1 20226 holders, $326mnone listed holders, n.a.
Q2 20226 holders, $170mnone listed holders, n.a.
Q3 20224 holders, $78mnone listed holders, n.a.
Q4 20226 holders, $206mnone listed holders, n.a.
Q1 20238 holders, $247m40 holders, $29.9bn
Q2 20238 holders, $194m35 holders, $30.7bn
Q3 20236 holders, $170m31 holders, $30.1bn
Q4 20238 holders, $221m32 holders, $32.7bn
Q1 20248 holders, $378m27 holders, $34.3bn
Q2 202410 holders, $359m28 holders, $30.5bn
Q3 202411 holders, $264m23 holders, $32.2bn
Q4 20249 holders, $166m32 holders, $28.9bn
Q1 20258 holders, $142m32 holders, $31.9bn
Q2 20256 holders, $62m31 holders, $31.8bn
Q3 20256 holders, $55m28 holders, $31.5bn
Q4 20256 holders, $92m36 holders, $30.2bn
Q1 20268 holders, $149m35 holders, $37.0bn
Q2 20267 holders, $168m34 holders, $40.4bn
SMG

Scotts Miracle Gro Co

Holders
10
Reported value
$359m
Buyers
8
Sellers
1

Breadth +7 among 94 comparable managers.

LIN

Linde PLC

Holders
28
Reported value
$30.5bn
Buyers
9
Sellers
18

Breadth -9 among 94 comparable managers.

Who holds both, Q2 2024

Among the 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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