KFP
SDHY

Kerr Financial Planning’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Kerr Financial Planning’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
2025
Q4 		– Sell
-1,204
Closed -$19.6K – 555
2025
Q3 		$19.6K Buy
+1,204
New +$20.2K 0.03% 271

Other funds holding SDHY

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Kerr Financial Planning's SDHY Position: Q4 2025 in Review

Kerr Financial Planning sold out of PGIM Short Duration High Yield Opportunities Fund (SDHY) in Q4 2025, closing a stake of 1,204 shares — an estimated $19.6K sold.

Kerr Financial Planning first reported a position in SDHY in Q3 2025 and held it in 1 quarter. The position peaked at $19.6K in Q3 2025. 58 funds tracked by Wall St. Rank hold SDHY as of Q4 2025.

  • Kerr Financial Planning reported no remaining PGIM Short Duration High Yield Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Kerr Financial Planning sold 1,204 PGIM Short Duration High Yield Opportunities Fund shares in Q4 2025, an estimated $19.6K.
  • Kerr Financial Planning first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q3 2025 and held it in 1 quarter.
  • Kerr Financial Planning's PGIM Short Duration High Yield Opportunities Fund position peaked at $19.6K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.