Hazlett, Burt & Watson’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Hazlett, Burt & Watson’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
2026 Q2	$2.79M	Sell	170,370 -1,513	-0.9%	-$24.3K	0.74%	30
2026 Q1	$2.75M	Buy	171,883 +4,406	+3%	+$72.4K	0.86%	23
2025 Q4	$2.75M	Buy	167,477 +4,973	+3%	+$82.1K	0.88%	19
2025 Q3	$2.72M	Buy	162,504 +13,986	+9%	+$235K	0.96%	19
2025 Q2	$2.5M	Buy	148,518 +14,667	+11%	+$237K	1.02%	20
2025 Q1	$2.2M	Buy	133,851 +31,812	+31%	+$525K	0.99%	17
2024 Q4	$1.64M	Buy	102,039 +67,224	+193%	+$1.11M	0.73%	31
2024 Q3	$580K	Buy	+34,815	New	+$552K	0.27%	83

Other funds holding SDHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Hazlett, Burt & Watson's SDHY Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its PGIM Short Duration High Yield Opportunities Fund (SDHY) stake by 0.88% in Q2 2026, selling an estimated $24.3K and leaving 170,370 shares worth $2.79M. The position accounts for 0.74% of the portfolio, ranked #30.

Hazlett, Burt & Watson first reported a position in SDHY in Q3 2024 and has held it in 8 quarters since. 57 funds tracked by Wall St. Rank hold SDHY as of Q2 2026.

Hazlett, Burt & Watson held 170,370 shares of PGIM Short Duration High Yield Opportunities Fund worth $2.79M as of Q2 2026.
Hazlett, Burt & Watson sold 1,513 PGIM Short Duration High Yield Opportunities Fund shares in Q2 2026, an estimated $24.3K.
PGIM Short Duration High Yield Opportunities Fund made up 0.74% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #30 holding.
Hazlett, Burt & Watson first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q3 2024 and has held it in 8 quarters since.
57 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.