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Crewe Advisors’s Smith Douglas Homes SDHC Stock Holding History

Crewe 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
Q3 		– Sell
-136
Closed -$3.18K – 951
2024
Q2 		$3.18K Buy
+136
New +$3.64K ﹤0.01% 851

Other funds holding SDHC

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
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
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
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Crewe Advisors's SDHC Position: Q3 2024 in Review

Crewe Advisors sold out of Smith Douglas Homes (SDHC) in Q3 2024, closing a stake of 136 shares — an estimated $3.18K sold.

Crewe Advisors first reported a position in SDHC in Q2 2024 and held it in 1 quarter. The position peaked at $3.18K in Q2 2024. 74 funds tracked by Wall St. Rank hold SDHC as of Q3 2024.

  • Crewe Advisors reported no remaining Smith Douglas Homes position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 136 Smith Douglas Homes shares in Q3 2024, an estimated $3.18K.
  • Crewe Advisors first reported a position in Smith Douglas Homes in Q2 2024 and held it in 1 quarter.
  • Crewe Advisors's Smith Douglas Homes position peaked at $3.18K in Q2 2024.
  • 74 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.