CAPTRUST Financial Advisors
SDHY

CAPTRUST Financial Advisors’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

CAPTRUST Financial Advisors’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
Q4 		– Sell
-25,000
Closed -$418K – 2386
2024
Q3 		$418K Hold
25,000
– – ﹤0.01% 1677
2024
Q2 		$383K Hold
25,000
– – ﹤0.01% 1655
2024
Q1 		$385K Buy
+25,000
New +$380K ﹤0.01% 1639

Other funds holding SDHY

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

CAPTRUST Financial Advisors's SDHY Position: Q4 2024 in Review

CAPTRUST Financial Advisors sold out of PGIM Short Duration High Yield Opportunities Fund (SDHY) in Q4 2024, closing a stake of 25,000 shares — an estimated $418K sold.

CAPTRUST Financial Advisors first reported a position in SDHY in Q1 2024 and held it in 3 quarters. The position peaked at $418K in Q3 2024. 55 funds tracked by Wall St. Rank hold SDHY as of Q4 2024.

  • CAPTRUST Financial Advisors reported no remaining PGIM Short Duration High Yield Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 25,000 PGIM Short Duration High Yield Opportunities Fund shares in Q4 2024, an estimated $418K.
  • CAPTRUST Financial Advisors first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q1 2024 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's PGIM Short Duration High Yield Opportunities Fund position peaked at $418K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q4 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.