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Sandia Investment Management’s Smith Douglas Homes SDHC Stock Holding History

Sandia Investment Management’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
Q2 		– Sell
-6,000
Closed -$178K – 137
2024
Q1 		$178K Buy
+6,000
New +$168K 0.17% 70

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Federated Hermes
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NCGI
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Vanguard Group
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Sandia Investment Management's SDHC Position: Q2 2024 in Review

Sandia Investment Management sold out of Smith Douglas Homes (SDHC) in Q2 2024, closing a stake of 6,000 shares — an estimated $178K sold.

Sandia Investment Management first reported a position in SDHC in Q1 2024 and held it in 1 quarter. The position peaked at $178K in Q1 2024. 62 funds tracked by Wall St. Rank hold SDHC as of Q2 2024.

  • Sandia Investment Management reported no remaining Smith Douglas Homes position as of Q2 2024 after selling out during the quarter.
  • Sandia Investment Management sold 6,000 Smith Douglas Homes shares in Q2 2024, an estimated $178K.
  • Sandia Investment Management first reported a position in Smith Douglas Homes in Q1 2024 and held it in 1 quarter.
  • Sandia Investment Management's Smith Douglas Homes position peaked at $178K in Q1 2024.
  • 62 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2024.

Based on Sandia Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.