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Atria Investments’s Smith Douglas Homes SDHC Stock Holding History

Atria Investments’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
2024
Q4 		– Sell
-5,389
Closed -$204K – 1969
2024
Q3 		$204K Buy
+5,389
New +$173K ﹤0.01% 1824

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Wellington Management Group
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Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Atria Investments's SDHC Position: Q4 2024 in Review

Atria Investments sold out of Smith Douglas Homes (SDHC) in Q4 2024, closing a stake of 5,389 shares — an estimated $204K sold.

Atria Investments first reported a position in SDHC in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 70 funds tracked by Wall St. Rank hold SDHC as of Q4 2024.

  • Atria Investments reported no remaining Smith Douglas Homes position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 5,389 Smith Douglas Homes shares in Q4 2024, an estimated $204K.
  • Atria Investments first reported a position in Smith Douglas Homes in Q3 2024 and held it in 1 quarter.
  • Atria Investments's Smith Douglas Homes position peaked at $204K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.