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ALPS Advisors’s Smith Douglas Homes SDHC Stock Holding History

ALPS Advisors’s Portfolio SDHC Stock Details SDHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,750
Closed -$250K – 1104
2024
Q4 		$250K Sell
9,750
-200
-2% -$6.65K ﹤0.01% 957
2024
Q3 		$376K Buy
+9,950
New +$319K ﹤0.01% 710

Other funds holding SDHC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

ALPS Advisors's SDHC Position: Q1 2025 in Review

ALPS Advisors sold out of Smith Douglas Homes (SDHC) in Q1 2025, closing a stake of 9,750 shares — an estimated $250K sold.

ALPS Advisors first reported a position in SDHC in Q3 2024 and held it in 2 quarters. The position peaked at $376K in Q3 2024. 55 funds tracked by Wall St. Rank hold SDHC as of Q1 2025.

  • ALPS Advisors reported no remaining Smith Douglas Homes position as of Q1 2025 after selling out during the quarter.
  • ALPS Advisors sold 9,750 Smith Douglas Homes shares in Q1 2025, an estimated $250K.
  • ALPS Advisors first reported a position in Smith Douglas Homes in Q3 2024 and held it in 2 quarters.
  • ALPS Advisors's Smith Douglas Homes position peaked at $376K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q1 2025.

Based on ALPS Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.