SGM
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Seven Grand Managers’s Smith Douglas Homes SDHC Stock Holding History

Seven Grand Managers’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
-50,000
Closed -$1.89M – 66
2024
Q3 		$1.89M Buy
50,000
+25,000
+100% +$801K 0.42% 54
2024
Q2 		$585K Sell
25,000
-25,000
-50% -$670K 0.26% 49
2024
Q1 		$1.49M Buy
+50,000
New +$1.4M 0.73% 34

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

Seven Grand Managers's SDHC Position: Q4 2024 in Review

Seven Grand Managers sold out of Smith Douglas Homes (SDHC) in Q4 2024, closing a stake of 50,000 shares — an estimated $1.89M sold.

Seven Grand Managers first reported a position in SDHC in Q1 2024 and held it in 3 quarters. The position peaked at $1.89M in Q3 2024. 70 funds tracked by Wall St. Rank hold SDHC as of Q4 2024.

  • Seven Grand Managers reported no remaining Smith Douglas Homes position as of Q4 2024 after selling out during the quarter.
  • Seven Grand Managers sold 50,000 Smith Douglas Homes shares in Q4 2024, an estimated $1.89M.
  • Seven Grand Managers first reported a position in Smith Douglas Homes in Q1 2024 and held it in 3 quarters.
  • Seven Grand Managers's Smith Douglas Homes position peaked at $1.89M in Q3 2024.
  • 70 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q4 2024.

Based on Seven Grand Managers's 13F filing for Q4 2024, filed 14 Feb 2025.