Nuveen’s Smith-Midland SMID Stock Holding History

Nuveen’s Portfolio SMID Stock Details SMID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,070	Closed	-$270K	–	3312
2024 Q4	$270K	Hold	6,070	–	–	﹤0.01%	3149
2024 Q3	$203K	Buy	+6,070	New	+$194K	﹤0.01%	3217

Other funds holding SMID

TDC

Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Nuveen's SMID Position: Q1 2025 in Review

Nuveen sold out of Smith-Midland (SMID) in Q1 2025, closing a stake of 6,070 shares — an estimated $270K sold.

Nuveen first reported a position in SMID in Q3 2024 and held it in 2 quarters. The position peaked at $270K in Q4 2024. 56 funds tracked by Wall St. Rank hold SMID as of Q1 2025.

Nuveen reported no remaining Smith-Midland position as of Q1 2025 after selling out during the quarter.
Nuveen sold 6,070 Smith-Midland shares in Q1 2025, an estimated $270K.
Nuveen first reported a position in Smith-Midland in Q3 2024 and held it in 2 quarters.
Nuveen's Smith-Midland position peaked at $270K in Q4 2024.
56 funds tracked by Wall St. Rank held Smith-Midland as of Q1 2025.

Based on Nuveen's 13F filing for Q1 2025, filed 12 May 2025.