AG
SDC

Advisor Group’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Advisor Group’s Portfolio SDC Stock Details SDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$179K Buy
20,435
+20,035
+5,009% +$200K ﹤0.01% 2484
2019
Q3 		$5K Buy
+400
New +$6.67K ﹤0.01% 4694

Other funds holding SDC

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Advisor Group's SDC Position: Q4 2019 in Review

Advisor Group increased its SmileDirectClub, Inc. Class A Common Stock (SDC) stake by 5,009% in Q4 2019, buying an estimated $200K and bringing the position to 20,435 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

Advisor Group first reported a position in SDC in Q3 2019 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold SDC as of Q4 2019.

  • Advisor Group held 20,435 shares of SmileDirectClub, Inc. Class A Common Stock worth $179K as of Q4 2019.
  • Advisor Group bought 20,035 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2019, an estimated $200K.
  • SmileDirectClub, Inc. Class A Common Stock made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2484 holding.
  • Advisor Group first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q3 2019 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.