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MCF Advisors’s Smith Douglas Homes SDHC Stock Holding History

MCF Advisors’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
-47
Closed -$1.21K – 1008
2024
Q4 		$1.21K Sell
47
-285
-86% -$9.48K ﹤0.01% 896
2024
Q3 		$12.5K Sell
332
-184
-36% -$5.9K ﹤0.01% 616
2024
Q2 		$12.1K Buy
516
+304
+143% +$8.15K ﹤0.01% 614
2024
Q1 		$6.3K Buy
+212
New +$5.95K ﹤0.01% 680

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

MCF Advisors's SDHC Position: Q1 2025 in Review

MCF Advisors sold out of Smith Douglas Homes (SDHC) in Q1 2025, closing a stake of 47 shares — an estimated $1.21K sold.

MCF Advisors first reported a position in SDHC in Q1 2024 and held it in 4 quarters. The position peaked at $12.5K in Q3 2024. 55 funds tracked by Wall St. Rank hold SDHC as of Q1 2025.

  • MCF Advisors reported no remaining Smith Douglas Homes position as of Q1 2025 after selling out during the quarter.
  • MCF Advisors sold 47 Smith Douglas Homes shares in Q1 2025, an estimated $1.21K.
  • MCF Advisors first reported a position in Smith Douglas Homes in Q1 2024 and held it in 4 quarters.
  • MCF Advisors's Smith Douglas Homes position peaked at $12.5K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q1 2025.

Based on MCF Advisors's 13F filing for Q1 2025, filed 6 May 2025.