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Arcadia Investment Management’s Smith Douglas Homes SDHC Stock Holding History

Arcadia Investment Management’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
-1,038
Closed -$26.6K – 300
2024
Q4 		$26.6K Buy
+1,038
New +$34.5K ﹤0.01% 242
2024
Q3 		– Sell
-852
Closed -$19.9K – 314
2024
Q2 		$19.9K Buy
+852
New +$22.8K ﹤0.01% 240

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

Arcadia Investment Management's SDHC Position: Q1 2025 in Review

Arcadia Investment Management sold out of Smith Douglas Homes (SDHC) in Q1 2025, closing a stake of 1,038 shares — an estimated $26.6K sold.

Arcadia Investment Management first reported a position in SDHC in Q2 2024 and held it in 2 quarters. The position peaked at $26.6K in Q4 2024. 55 funds tracked by Wall St. Rank hold SDHC as of Q1 2025.

  • Arcadia Investment Management reported no remaining Smith Douglas Homes position as of Q1 2025 after selling out during the quarter.
  • Arcadia Investment Management sold 1,038 Smith Douglas Homes shares in Q1 2025, an estimated $26.6K.
  • Arcadia Investment Management first reported a position in Smith Douglas Homes in Q2 2024 and held it in 2 quarters.
  • Arcadia Investment Management's Smith Douglas Homes position peaked at $26.6K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q1 2025.

Based on Arcadia Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.