Capstone Investment Advisors
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Capstone Investment Advisors’s Smith Douglas Homes SDHC Stock Holding History

Capstone Investment Advisors’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
Q2 		– Sell
-54,700
Closed -$1.62M – 2423
2024
Q1 		$1.62M Buy
+54,700
New +$1.53M 0.01% 882

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GGHC
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T. Rowe Price Investment Management
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BlackRock
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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
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 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

Capstone Investment Advisors's SDHC Position: Q2 2024 in Review

Capstone Investment Advisors sold out of Smith Douglas Homes (SDHC) in Q2 2024, closing a stake of 54,700 shares — an estimated $1.62M sold.

Capstone Investment Advisors first reported a position in SDHC in Q1 2024 and held it in 1 quarter. The position peaked at $1.62M in Q1 2024. 62 funds tracked by Wall St. Rank hold SDHC as of Q2 2024.

  • Capstone Investment Advisors reported no remaining Smith Douglas Homes position as of Q2 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 54,700 Smith Douglas Homes shares in Q2 2024, an estimated $1.62M.
  • Capstone Investment Advisors first reported a position in Smith Douglas Homes in Q1 2024 and held it in 1 quarter.
  • Capstone Investment Advisors's Smith Douglas Homes position peaked at $1.62M in Q1 2024.
  • 62 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.