Pathstone Holdings
SDHY

Pathstone Holdings’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Pathstone Holdings’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
2026
Q1 		$8.31M Sell
518,927
-306,717
-37% -$5.04M 0.03% 400
2025
Q4 		$13.6M Sell
825,644
-388,327
-32% -$6.41M 0.05% 248
2025
Q3 		$20.3M Sell
1,213,971
-311,818
-20% -$5.24M 0.08% 177
2025
Q2 		$25.7M Sell
1,525,789
-288,493
-16% -$4.65M 0.1% 128
2025
Q1 		$30.1M Buy
1,814,282
+47,156
+3% +$778K 0.13% 118
2024
Q4 		$28.5M Buy
1,767,126
+197,708
+13% +$3.27M 0.13% 111
2024
Q3 		$26.2M Buy
1,569,418
+276,057
+21% +$4.38M 0.12% 128
2024
Q2 		$19.8M Buy
1,293,361
+177,916
+16% +$2.7M 0.09% 154
2024
Q1 		$17.2M Buy
1,115,445
+47,049
+4% +$716K 0.08% 177
2023
Q4 		$16M Buy
+1,068,396
New +$15.5M 0.09% 172

Other funds holding SDHY

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return