Douglas Lane & Associates’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Douglas Lane & Associates’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
2020 Q4	–	Sell	-15,997	Closed	-$187K	–	218
2020 Q3	$187K	Hold	15,997	–	–	﹤0.01%	200
2020 Q2	$126K	Hold	15,997	–	–	﹤0.01%	199
2020 Q1	$75K	Buy	+15,997	New	+$158K	﹤0.01%	191
2019 Q4	–	Sell	-11,991	Closed	-$166K	–	217
2019 Q3	$166K	Buy	+11,991	New	+$200K	﹤0.01%	208

Other funds holding SDC

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Douglas Lane & Associates's SDC Position: Q4 2020 in Review

Douglas Lane & Associates sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2020, closing a stake of 15,997 shares — an estimated $187K sold.

Douglas Lane & Associates first reported a position in SDC in Q3 2019 and held it in 4 quarters. The position peaked at $187K in Q3 2020. 181 funds tracked by Wall St. Rank hold SDC as of Q4 2020.

Douglas Lane & Associates reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2020 after selling out during the quarter.
Douglas Lane & Associates sold 15,997 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2020, an estimated $187K.
Douglas Lane & Associates first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q3 2019 and held it in 4 quarters.
Douglas Lane & Associates's SmileDirectClub, Inc. Class A Common Stock position peaked at $187K in Q3 2020.
181 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2020.

Based on Douglas Lane & Associates's 13F filing for Q4 2020, filed 14 Jan 2021.