Y-Intercept (HK)’s Smith Douglas Homes SDHC Stock Holding History

Y-Intercept (HK)’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 Q3	–	Sell	-15,159	Closed	-$354K	–	1750
2024 Q2	$354K	Buy	+15,159	New	+$406K	0.02%	969

Other funds holding SDHC

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

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

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

BMO

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

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

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Y-Intercept (HK)'s SDHC Position: Q3 2024 in Review

Y-Intercept (HK) sold out of Smith Douglas Homes (SDHC) in Q3 2024, closing a stake of 15,159 shares — an estimated $354K sold.

Y-Intercept (HK) first reported a position in SDHC in Q2 2024 and held it in 1 quarter. The position peaked at $354K in Q2 2024. 74 funds tracked by Wall St. Rank hold SDHC as of Q3 2024.

Y-Intercept (HK) reported no remaining Smith Douglas Homes position as of Q3 2024 after selling out during the quarter.
Y-Intercept (HK) sold 15,159 Smith Douglas Homes shares in Q3 2024, an estimated $354K.
Y-Intercept (HK) first reported a position in Smith Douglas Homes in Q2 2024 and held it in 1 quarter.
Y-Intercept (HK)'s Smith Douglas Homes position peaked at $354K in Q2 2024.
74 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q3 2024.

Based on Y-Intercept (HK)'s 13F filing for Q3 2024, filed 15 Nov 2024.