Whittier Trust’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Whittier Trust’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 Q4	–	Sell	-350	Closed	-$5.85K	–	1599
2024 Q3	$5.85K	Hold	350	–	–	﹤0.01%	1356
2024 Q2	$5.37K	Hold	350	–	–	﹤0.01%	1336
2024 Q1	$5.38K	Hold	350	–	–	﹤0.01%	1346
2023 Q4	$5.25K	Hold	350	–	–	﹤0.01%	1323
2023 Q3	$5.07K	Hold	350	–	–	﹤0.01%	1375
2023 Q2	$5.21K	Hold	350	–	–	﹤0.01%	1360
2023 Q1	$5.19K	Hold	350	–	–	﹤0.01%	1388
2022 Q4	$5.14K	Hold	350	–	–	﹤0.01%	1383
2022 Q3	$5K	Sell	350 -60,330	-99%	-$922K	﹤0.01%	1451
2022 Q2	$905K	Buy	+60,680	New	+$961K	0.02%	369

Other funds holding SDHY

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Whittier Trust's SDHY Position: Q4 2024 in Review

Whittier Trust sold out of PGIM Short Duration High Yield Opportunities Fund (SDHY) in Q4 2024, closing a stake of 350 shares — an estimated $5.85K sold.

Whittier Trust first reported a position in SDHY in Q2 2022 and held it in 10 quarters. The position peaked at $905K in Q2 2022. 55 funds tracked by Wall St. Rank hold SDHY as of Q4 2024.

Whittier Trust reported no remaining PGIM Short Duration High Yield Opportunities Fund position as of Q4 2024 after selling out during the quarter.
Whittier Trust sold 350 PGIM Short Duration High Yield Opportunities Fund shares in Q4 2024, an estimated $5.85K.
Whittier Trust first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q2 2022 and held it in 10 quarters.
Whittier Trust's PGIM Short Duration High Yield Opportunities Fund position peaked at $905K in Q2 2022.
55 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q4 2024.

Based on Whittier Trust's 13F filing for Q4 2024, filed 11 Feb 2025.