DL
SDC

Daniel Loeb’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Daniel Loeb’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 		– Sell
-750,000
Closed -$10.4M – 48
2019
Q3 		$10.4M Buy
+750,000
New +$12.5M 0.12% 35

Other funds holding SDC

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $916M AUM 32.73% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Daniel Loeb's SDC Position: Q4 2019 in Review

Daniel Loeb sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2019, closing a stake of 750,000 shares — an estimated $10.4M sold.

Daniel Loeb first reported a position in SDC in Q3 2019 and held it in 1 quarter. The position peaked at $10.4M in Q3 2019. 127 funds tracked by Wall St. Rank hold SDC as of Q4 2019.

  • Daniel Loeb reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2019 after selling out during the quarter.
  • Daniel Loeb sold 750,000 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2019, an estimated $10.4M.
  • Daniel Loeb first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q3 2019 and held it in 1 quarter.
  • Daniel Loeb's SmileDirectClub, Inc. Class A Common Stock position peaked at $10.4M in Q3 2019.
  • 127 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2019.

Based on Third Point's 13F filing for Q4 2019, filed 13 Feb 2020.