Kovitz Investment Group Partners’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$13.3M	Buy	791,103 +75,442	+11%	+$1.27M	0.06%	256
2025 Q1	$11.8M	Buy	715,661 +85,353	+14%	+$1.41M	0.06%	237
2024 Q4	$10.2M	Buy	630,308 +33,958	+6%	+$547K	0.05%	265
2024 Q3	$9.86M	Buy	+596,350	New	+$9.86M	0.07%	228