Atlas Wealth’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Atlas Wealth’s Portfolio SDHY Stock Details SDHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-348,638	Closed	-$5.36M	–	142
2024 Q2	$5.36M	Buy	+348,638	New	+$5.29M	0.63%	43
2023 Q4	–	Sell	-257,937	Closed	-$3.74M	–	129
2023 Q3	$3.74M	Sell	257,937 -1,450	-0.6%	-$21.8K	0.7%	37
2023 Q2	$3.96M	Buy	259,387 +3,803	+1%	+$56.2K	0.73%	36
2023 Q1	$3.79M	Buy	255,584 +80,963	+46%	+$1.24M	0.74%	37
2022 Q4	$2.57M	Buy	+174,621	New	+$2.58M	0.69%	34

Other funds holding SDHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atlas Wealth's SDHY Position: Q3 2024 in Review

Atlas Wealth sold out of PGIM Short Duration High Yield Opportunities Fund (SDHY) in Q3 2024, closing a stake of 348,638 shares — an estimated $5.36M sold.

Atlas Wealth first reported a position in SDHY in Q4 2022 and held it in 5 quarters. The position peaked at $5.36M in Q2 2024. 61 funds tracked by Wall St. Rank hold SDHY as of Q3 2024.

Atlas Wealth reported no remaining PGIM Short Duration High Yield Opportunities Fund position as of Q3 2024 after selling out during the quarter.
Atlas Wealth sold 348,638 PGIM Short Duration High Yield Opportunities Fund shares in Q3 2024, an estimated $5.36M.
Atlas Wealth first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q4 2022 and held it in 5 quarters.
Atlas Wealth's PGIM Short Duration High Yield Opportunities Fund position peaked at $5.36M in Q2 2024.
61 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q3 2024.

Based on Atlas Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.