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

Kovitz Investment Group Partners’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	-728,757	Closed	-$12.2M	–	1168
2025 Q3	$12.2M	Sell	728,757 -62,346	-8%	-$1.05M	0.05%	296
2025 Q2	$13.3M	Buy	791,103 +75,442	+11%	+$1.22M	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%	+$561K	0.05%	265
2024 Q3	$9.86M	Buy	+596,350	New	+$9.46M	0.07%	228

Other funds holding SDHY

1CP

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

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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

COLIM

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

Kovitz Investment Group Partners's SDHY Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of PGIM Short Duration High Yield Opportunities Fund (SDHY) in Q4 2025, closing a stake of 728,757 shares — an estimated $12.2M sold.

Kovitz Investment Group Partners first reported a position in SDHY in Q3 2024 and held it in 5 quarters. The position peaked at $13.3M in Q2 2025. 59 funds tracked by Wall St. Rank hold SDHY as of Q4 2025.

Kovitz Investment Group Partners reported no remaining PGIM Short Duration High Yield Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 728,757 PGIM Short Duration High Yield Opportunities Fund shares in Q4 2025, an estimated $12.2M.
Kovitz Investment Group Partners first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's PGIM Short Duration High Yield Opportunities Fund position peaked at $13.3M in Q2 2025.
59 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.