Winton Group’s Smith-Midland SMID Stock Holding History

Winton Group’s Portfolio SMID Stock Details SMID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,083	Closed	-$282K	–	990
2025 Q1	$282K	Sell	9,083 -661	-7%	-$24.4K	0.02%	584
2024 Q4	$433K	Buy	+9,744	New	+$387K	0.03%	481

Other funds holding SMID

TDC

Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Winton Group's SMID Position: Q2 2025 in Review

Winton Group sold out of Smith-Midland (SMID) in Q2 2025, closing a stake of 9,083 shares — an estimated $282K sold.

Winton Group first reported a position in SMID in Q4 2024 and held it in 2 quarters. The position peaked at $433K in Q4 2024. 55 funds tracked by Wall St. Rank hold SMID as of Q2 2025.

Winton Group reported no remaining Smith-Midland position as of Q2 2025 after selling out during the quarter.
Winton Group sold 9,083 Smith-Midland shares in Q2 2025, an estimated $282K.
Winton Group first reported a position in Smith-Midland in Q4 2024 and held it in 2 quarters.
Winton Group's Smith-Midland position peaked at $433K in Q4 2024.
55 funds tracked by Wall St. Rank held Smith-Midland as of Q2 2025.

Based on Winton Group's 13F filing for Q2 2025, filed 14 Aug 2025.