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Buckingham Capital Management (Ohio)’s Smith-Midland SMID Stock Holding History

Buckingham Capital Management (Ohio)’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$445K Hold
10,000
– – 0.05% 98
2024
Q3 		$334K Hold
10,000
– – 0.04% 115
2024
Q2 		$277K Hold
10,000
– – 0.03% 122
2024
Q1 		$470K Hold
10,000
– – 0.06% 99
2023
Q4 		$395K Buy
+10,000
New +$268K 0.05% 97

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s SMID Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) held its Smith-Midland (SMID) position steady in Q4 2024 at 10,000 shares worth $445K. The position accounts for 0.05% of the portfolio, ranked #98.

Buckingham Capital Management (Ohio) first reported a position in SMID in Q4 2023 and has held it in 5 quarters since. The position peaked at $470K in Q1 2024. 58 funds tracked by Wall St. Rank hold SMID as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 10,000 shares of Smith-Midland worth $445K as of Q4 2024.
  • Buckingham Capital Management (Ohio) left its Smith-Midland share count unchanged in Q4 2024.
  • Smith-Midland made up 0.05% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #98 holding.
  • Buckingham Capital Management (Ohio) first reported a position in Smith-Midland in Q4 2023 and has held it in 5 quarters since.
  • Buckingham Capital Management (Ohio)'s Smith-Midland position peaked at $470K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Smith-Midland as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.