PWG
SDHC icon

Portside Wealth Group’s Smith Douglas Homes SDHC Stock Holding History

Portside Wealth Group’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
-7,481
Closed -$283K – 438
2024
Q3 		$283K Buy
+7,481
New +$240K 0.05% 320

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

Portside Wealth Group's SDHC Position: Q4 2024 in Review

Portside Wealth Group sold out of Smith Douglas Homes (SDHC) in Q4 2024, closing a stake of 7,481 shares — an estimated $283K sold.

Portside Wealth Group first reported a position in SDHC in Q3 2024 and held it in 1 quarter. The position peaked at $283K in Q3 2024. 70 funds tracked by Wall St. Rank hold SDHC as of Q4 2024.

  • Portside Wealth Group reported no remaining Smith Douglas Homes position as of Q4 2024 after selling out during the quarter.
  • Portside Wealth Group sold 7,481 Smith Douglas Homes shares in Q4 2024, an estimated $283K.
  • Portside Wealth Group first reported a position in Smith Douglas Homes in Q3 2024 and held it in 1 quarter.
  • Portside Wealth Group's Smith Douglas Homes position peaked at $283K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q4 2024.

Based on Portside Wealth Group's 13F filing for Q4 2024, filed 15 Jan 2025.