YIH
SMID icon

Y-Intercept (HK)’s Smith-Midland SMID Stock Holding History

Y-Intercept (HK)’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
Q3 		– Sell
-7,083
Closed -$238K – 2005
2025
Q2 		$238K Buy
+7,083
New +$216K 0.01% 1422
2024
Q2 		– Sell
-5,899
Closed -$277K – 1878
2024
Q1 		$277K Buy
+5,899
New +$241K 0.02% 989

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return

Y-Intercept (HK)'s SMID Position: Q3 2025 in Review

Y-Intercept (HK) sold out of Smith-Midland (SMID) in Q3 2025, closing a stake of 7,083 shares — an estimated $238K sold.

Y-Intercept (HK) first reported a position in SMID in Q1 2024 and held it in 2 quarters. The position peaked at $277K in Q1 2024. 59 funds tracked by Wall St. Rank hold SMID as of Q3 2025.

  • Y-Intercept (HK) reported no remaining Smith-Midland position as of Q3 2025 after selling out during the quarter.
  • Y-Intercept (HK) sold 7,083 Smith-Midland shares in Q3 2025, an estimated $238K.
  • Y-Intercept (HK) first reported a position in Smith-Midland in Q1 2024 and held it in 2 quarters.
  • Y-Intercept (HK)'s Smith-Midland position peaked at $277K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held Smith-Midland as of Q3 2025.

Based on Y-Intercept (HK)'s 13F filing for Q3 2025, filed 31 Oct 2025.