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Occudo Quantitative Strategies’s Smith Douglas Homes SDHC Stock Holding History

Occudo Quantitative Strategies’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
2024
Q4 		– Sell
-13,485
Closed -$509K – 917
2024
Q3 		$509K Buy
+13,485
New +$432K 0.09% 277
2024
Q2 		– Sell
-16,233
Closed -$482K – 967
2024
Q1 		$482K Buy
+16,233
New +$455K 0.08% 313

Other funds holding SDHC

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Occudo Quantitative Strategies's SDHC Position: Q4 2024 in Review

Occudo Quantitative Strategies sold out of Smith Douglas Homes (SDHC) in Q4 2024, closing a stake of 13,485 shares — an estimated $509K sold.

Occudo Quantitative Strategies first reported a position in SDHC in Q1 2024 and held it in 2 quarters. The position peaked at $509K in Q3 2024. 70 funds tracked by Wall St. Rank hold SDHC as of Q4 2024.

  • Occudo Quantitative Strategies reported no remaining Smith Douglas Homes position as of Q4 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 13,485 Smith Douglas Homes shares in Q4 2024, an estimated $509K.
  • Occudo Quantitative Strategies first reported a position in Smith Douglas Homes in Q1 2024 and held it in 2 quarters.
  • Occudo Quantitative Strategies's Smith Douglas Homes position peaked at $509K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q4 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.