SEI Investments’s Smith Douglas Homes SDHC Stock Holding History

SEI Investments’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
2026 Q1	$679K	Sell	53,068 -11,862	-18%	-$195K	﹤0.01%	2544
2025 Q4	$1.09M	Buy	64,930 +9,890	+18%	+$179K	﹤0.01%	2143
2025 Q3	$972K	Hold	55,040	–	–	﹤0.01%	1977
2025 Q2	$1.07M	Sell	55,040 -16,209	-23%	-$306K	﹤0.01%	1903
2025 Q1	$1.39M	Buy	71,249 +5,001	+8%	+$112K	﹤0.01%	1776
2024 Q4	$1.7M	Sell	66,248 -95	-0.1%	-$3.16K	﹤0.01%	1735
2024 Q3	$2.51M	Buy	66,343 +18,714	+39%	+$600K	﹤0.01%	1583
2024 Q2	$1.11M	Buy	47,629 +13,451	+39%	+$360K	﹤0.01%	1873
2024 Q1	$1.02M	Buy	+34,178	New	+$958K	﹤0.01%	1877

Other funds holding SDHC

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

SEI Investments's SDHC Position: Q1 2026 in Review

SEI Investments reduced its Smith Douglas Homes (SDHC) stake by 18% in Q1 2026, selling an estimated $195K and leaving 53,068 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #2544.

SEI Investments first reported a position in SDHC in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.51M in Q3 2024. 58 funds tracked by Wall St. Rank hold SDHC as of Q1 2026.

SEI Investments held 53,068 shares of Smith Douglas Homes worth $679K as of Q1 2026.
SEI Investments sold 11,862 Smith Douglas Homes shares in Q1 2026, an estimated $195K.
Smith Douglas Homes made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #2544 holding.
SEI Investments first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 9 quarters since.
SEI Investments's Smith Douglas Homes position peaked at $2.51M in Q3 2024.
58 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.