Consolidated Portfolio Review Corp SDHY — PGIM SHORT DUR HIG YLD OPP F

Ownership history in Consolidated Portfolio Review Corp  ·  11 quarters on record

AI Ownership Summary

Consolidated Portfolio Review Corp reported PGIM SHORT DUR HIG YLD OPP F (SDHY) in 11 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.63% in 2024 Q1. The latest visible filing shows SDHY at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SDHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Consolidated Portfolio Review Corp's position in PGIM SHORT DUR HIG YLD OPP F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SDHY was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SDHY stock page Consolidated Portfolio Review Corp fund profile Consolidated Portfolio Review Corp full holdings
How Consolidated Portfolio Review Corp held SDHY — position size vs. price
% of Fund (quarterly)    SDHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 6.7% +1.9% ❌ 10,776 -777 -6.7% 0.02% $180K 2025-11-12 $15.54
2025 Q2 REDUCED 91.0% +1.4% ❌ 11,553 -116,379 -91.0% 0.03% $195K 2025-07-18 $15.41
2025 Q1 REDUCED 6.7% +4.2% ❌ 127,932 -9,126 -6.7% 0.34% $2.1M 2025-04-23 $14.39
2024 Q4 ADDED — — — 137,058 +749 +0.5% 0.35% $2.2M 2025-01-27 $14.65
2024 Q3 REDUCED — — — 136,309 -1,125 -0.8% 0.51% $2.3M 2024-10-24 $14.34
2024 Q2 REDUCED 11.9% +11.4% ❌ 137,434 -18,548 -11.9% 0.49% $2.1M 2024-08-01 $13.45
2024 Q1 ADDED — — — 155,982 +5,887 +3.9% 0.63% $2.4M 2024-04-30 $12.54
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SDHY

As of 2026 Q2 — sorted by position size

Atlas Wealth LLC 3Y 2.63% Closed-End Fund Advisors, Inc. 1.56% Shaker Financial Services, LLC 3Y 7Y 0.28% Apollon Financial, LLC 0.22% Secure Asset Management, LLC 3Y 0.21% Noble Wealth Management PBC 0.12% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.08% Pioneer Family Office, LLC 0.03% RFG Advisory, LLC 3Y 7Y 0.01% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Consolidated Portfolio Review Corp and SDHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Consolidated Portfolio Review Corp reported owning SDHY?

Consolidated Portfolio Review Corp reported SDHY across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported SDHY position in Consolidated Portfolio Review Corp's portfolio?

The largest reported portfolio weight for SDHY was 0.63% in 2024 Q1.

What is the latest reported SDHY position on this page?

The most recent filing on this page is 2025 Q3, when Consolidated Portfolio Review Corp reported 10,776 shares, equal to 0.02% of portfolio, with an estimated market value of $180K.

What does the chart on this SDHY ownership page compare?

The chart compares Consolidated Portfolio Review Corp's quarterly SDHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Consolidated Portfolio Review Corp time their SDHY position?

Based on 13F filing dates vs. subsequent SDHY price moves, Consolidated Portfolio Review Corp correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on SDHY relative to SPY over the holding period was -8.9%.

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