Blue Bell Private Wealth Management’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Blue Bell Private Wealth Management’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
2025 Q1	–	Sell	-1,442	Closed	-$23.2K	–	749
2024 Q4	$23.2K	Sell	1,442 -1,611	-53%	-$26.6K	﹤0.01%	434
2024 Q3	$51K	Buy	+3,053	New	+$48.4K	0.01%	356

Other funds holding SDHY

1CP

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

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

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

COLIM

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

Blue Bell Private Wealth Management's SDHY Position: Q1 2025 in Review

Blue Bell Private Wealth Management sold out of PGIM Short Duration High Yield Opportunities Fund (SDHY) in Q1 2025, closing a stake of 1,442 shares — an estimated $23.2K sold.

Blue Bell Private Wealth Management first reported a position in SDHY in Q3 2024 and held it in 2 quarters. The position peaked at $51K in Q3 2024. 56 funds tracked by Wall St. Rank hold SDHY as of Q1 2025.

Blue Bell Private Wealth Management reported no remaining PGIM Short Duration High Yield Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 1,442 PGIM Short Duration High Yield Opportunities Fund shares in Q1 2025, an estimated $23.2K.
Blue Bell Private Wealth Management first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q3 2024 and held it in 2 quarters.
Blue Bell Private Wealth Management's PGIM Short Duration High Yield Opportunities Fund position peaked at $51K in Q3 2024.
56 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q1 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.