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Yorktown Management & Research Company’s Smith Douglas Homes SDHC Stock Holding History

Yorktown Management & Research Company’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
2025
Q1 		– Sell
-9,200
Closed -$236K – 232
2024
Q4 		$236K Buy
+9,200
New +$306K 0.23% 198

Other funds holding SDHC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Yorktown Management & Research Company's SDHC Position: Q1 2025 in Review

Yorktown Management & Research Company sold out of Smith Douglas Homes (SDHC) in Q1 2025, closing a stake of 9,200 shares — an estimated $236K sold.

Yorktown Management & Research Company first reported a position in SDHC in Q4 2024 and held it in 1 quarter. The position peaked at $236K in Q4 2024. 55 funds tracked by Wall St. Rank hold SDHC as of Q1 2025.

  • Yorktown Management & Research Company reported no remaining Smith Douglas Homes position as of Q1 2025 after selling out during the quarter.
  • Yorktown Management & Research Company sold 9,200 Smith Douglas Homes shares in Q1 2025, an estimated $236K.
  • Yorktown Management & Research Company first reported a position in Smith Douglas Homes in Q4 2024 and held it in 1 quarter.
  • Yorktown Management & Research Company's Smith Douglas Homes position peaked at $236K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q1 2025.

Based on Yorktown Management & Research Company's 13F filing for Q1 2025, filed 23 Apr 2025.