Jacobs Levy Equity Management
SDHC icon

Jacobs Levy Equity Management’s Smith Douglas Homes SDHC Stock Holding History

Jacobs Levy Equity Management’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
2025
Q1 		– Sell
-17,804
Closed -$456K – 1186
2024
Q4 		$456K Buy
+17,804
New +$592K ﹤0.01% 824

Other funds holding SDHC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Jacobs Levy Equity Management's SDHC Position: Q1 2025 in Review

Jacobs Levy Equity Management sold out of Smith Douglas Homes (SDHC) in Q1 2025, closing a stake of 17,804 shares — an estimated $456K sold.

Jacobs Levy Equity Management first reported a position in SDHC in Q4 2024 and held it in 1 quarter. The position peaked at $456K in Q4 2024. 55 funds tracked by Wall St. Rank hold SDHC as of Q1 2025.

  • Jacobs Levy Equity Management reported no remaining Smith Douglas Homes position as of Q1 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 17,804 Smith Douglas Homes shares in Q1 2025, an estimated $456K.
  • Jacobs Levy Equity Management first reported a position in Smith Douglas Homes in Q4 2024 and held it in 1 quarter.
  • Jacobs Levy Equity Management's Smith Douglas Homes position peaked at $456K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q1 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2025, filed 15 May 2025.