SWM
SDHY

Sugarloaf Wealth Management’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Sugarloaf Wealth Management’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
2024
Q1 		– Sell
-825
Closed -$12.4K – 710
2023
Q4 		$12.4K Buy
+825
New +$12K ﹤0.01% 465

Other funds holding SDHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Sugarloaf Wealth Management's SDHY Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of PGIM Short Duration High Yield Opportunities Fund (SDHY) in Q1 2024, closing a stake of 825 shares — an estimated $12.4K sold.

Sugarloaf Wealth Management first reported a position in SDHY in Q4 2023 and held it in 1 quarter. The position peaked at $12.4K in Q4 2023. 63 funds tracked by Wall St. Rank hold SDHY as of Q1 2024.

  • Sugarloaf Wealth Management reported no remaining PGIM Short Duration High Yield Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 825 PGIM Short Duration High Yield Opportunities Fund shares in Q1 2024, an estimated $12.4K.
  • Sugarloaf Wealth Management first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • Sugarloaf Wealth Management's PGIM Short Duration High Yield Opportunities Fund position peaked at $12.4K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.