Modera Wealth Management’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Modera Wealth Management’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 Q3	–	Sell	-13,624	Closed	-$229K	–	667
2025 Q2	$229K	Buy	13,624 +166	+1%	+$2.68K	﹤0.01%	595
2025 Q1	$222K	Buy	13,458 +162	+1%	+$2.67K	﹤0.01%	578
2024 Q4	$214K	Buy	13,296 +157	+1%	+$2.6K	﹤0.01%	581
2024 Q3	$220K	Buy	13,139 +2,137	+19%	+$33.9K	﹤0.01%	565
2024 Q2	$169K	Buy	11,002 +125	+1%	+$1.9K	﹤0.01%	556
2024 Q1	$167K	Buy	10,877 +123	+1%	+$1.87K	﹤0.01%	552
2023 Q4	$161K	Buy	10,754 +124	+1%	+$1.8K	﹤0.01%	504
2023 Q3	$154K	Buy	10,630 +117	+1%	+$1.76K	﹤0.01%	524
2023 Q2	$157K	Buy	10,513 +117	+1%	+$1.73K	﹤0.01%	540
2023 Q1	$154K	Buy	10,396 +112	+1%	+$1.71K	0.01%	344
2022 Q4	$151K	Buy	10,284 +111	+1%	+$1.64K	0.01%	335
2022 Q3	$146K	Buy	10,173 +106	+1%	+$1.62K	0.01%	304
2022 Q2	$150K	Buy	10,067 +67	+0.7%	+$1.06K	0.01%	325
2022 Q1	$167K	Hold	10,000	–	–	0.01%	344
2021 Q4	$184K	Hold	10,000	–	–	0.01%	579
2021 Q3	$188K	Buy	+10,000	New	+$191K	0.01%	266

Other funds holding SDHY

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Modera Wealth Management's SDHY Position: Q3 2025 in Review

Modera Wealth Management sold out of PGIM Short Duration High Yield Opportunities Fund (SDHY) in Q3 2025, closing a stake of 13,624 shares — an estimated $229K sold.

Modera Wealth Management first reported a position in SDHY in Q3 2021 and held it in 16 quarters. The position peaked at $229K in Q2 2025. 49 funds tracked by Wall St. Rank hold SDHY as of Q3 2025.

Modera Wealth Management reported no remaining PGIM Short Duration High Yield Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Modera Wealth Management sold 13,624 PGIM Short Duration High Yield Opportunities Fund shares in Q3 2025, an estimated $229K.
Modera Wealth Management first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q3 2021 and held it in 16 quarters.
Modera Wealth Management's PGIM Short Duration High Yield Opportunities Fund position peaked at $229K in Q2 2025.
49 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q3 2025.

Based on Modera Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.