Global Retirement Partners’s Smith Douglas Homes SDHC Stock Holding History

Global Retirement Partners’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 Q4	$3.95K	Buy	+154	New	+$5.12K	﹤0.01%	2794

Other funds holding SDHC

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Global Retirement Partners's SDHC Position: Q4 2024 in Review

Global Retirement Partners opened a new position in Smith Douglas Homes (SDHC) in Q4 2024: 154 shares worth $3.95K. The stake represents ﹤0.01% of the portfolio and ranks #2794 among its holdings.

70 funds tracked by Wall St. Rank hold SDHC as of Q4 2024.

Global Retirement Partners held 154 shares of Smith Douglas Homes worth $3.95K as of Q4 2024.
Smith Douglas Homes was a new Global Retirement Partners position in Q4 2024.
Smith Douglas Homes made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2794 holding.
70 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.