Morgan Stanley

Morgan Stanley’s Smith Douglas Homes SDHC Stock Holding History

Morgan Stanley’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
2026 Q1	$132K	Sell	10,308 -1,842	-15%	-$30.3K	﹤0.01%	6045
2025 Q4	$204K	Buy	12,150 +2,083	+21%	+$37.7K	﹤0.01%	5926
2025 Q3	$178K	Buy	10,067 +1,322	+15%	+$25.9K	﹤0.01%	5933
2025 Q2	$170K	Sell	8,745 -12,794	-59%	-$242K	﹤0.01%	5915
2025 Q1	$420K	Buy	21,539 +9,207	+75%	+$207K	﹤0.01%	5408
2024 Q4	$316K	Sell	12,332 -8,200	-40%	-$273K	﹤0.01%	5612
2024 Q3	$776K	Buy	20,532 +16,217	+376%	+$520K	﹤0.01%	5187
2024 Q2	$101K	Sell	4,315 -3,262	-43%	-$87.4K	﹤0.01%	5962
2024 Q1	$225K	Buy	+7,577	New	+$212K	﹤0.01%	5692

Other funds holding SDHC

Conifer Management New York $524M AUM 14.11% 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

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return