Engineers Gate Manager’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Engineers Gate Manager’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
2023 Q4	–	Sell	-13,544	Closed	-$5.62K	–	2353
2023 Q3	$5.62K	Sell	13,544 -7,178	-35%	-$4.1K	﹤0.01%	1738
2023 Q2	$11K	Buy	+20,722	New	+$8.46K	﹤0.01%	1683
2022 Q4	–	Sell	-14,085	Closed	-$13K	–	2125
2022 Q3	$13K	Buy	+14,085	New	+$17.1K	﹤0.01%	1546
2022 Q2	–	Sell	-20,894	Closed	-$54K	–	2347
2022 Q1	$54K	Sell	20,894 -213,242	-91%	-$495K	﹤0.01%	1751
2021 Q4	$550K	Buy	234,136 +216,606	+1,236%	+$905K	0.02%	989
2021 Q3	$93K	Buy	+17,530	New	+$109K	0.01%	1540
2021 Q2	–	Sell	-30,941	Closed	-$319K	–	2133
2021 Q1	$319K	Sell	30,941 -105,445	-77%	-$1.25M	0.02%	1281
2020 Q4	$1.63M	Buy	136,386 +111,255	+443%	+$1.26M	0.07%	394
2020 Q3	$294K	Sell	25,131 -4,613	-16%	-$42.4K	0.01%	1260
2020 Q2	$235K	Buy	29,744 +16,244	+120%	+$110K	0.01%	1354
2020 Q1	$63K	Buy	+13,500	New	+$133K	﹤0.01%	1473

Other funds holding SDC

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $266M AUM 26.42% 1-Year Est. Return

Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Engineers Gate Manager's SDC Position: Q4 2023 in Review

Engineers Gate Manager sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2023, closing a stake of 13,544 shares — an estimated $5.62K sold.

Engineers Gate Manager first reported a position in SDC in Q1 2020 and held it in 11 quarters. The position peaked at $1.63M in Q4 2020. 11 funds tracked by Wall St. Rank hold SDC as of Q4 2023.

Engineers Gate Manager reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Engineers Gate Manager sold 13,544 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2023, an estimated $5.62K.
Engineers Gate Manager first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q1 2020 and held it in 11 quarters.
Engineers Gate Manager's SmileDirectClub, Inc. Class A Common Stock position peaked at $1.63M in Q4 2020.
11 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2023.

Based on Engineers Gate Manager's 13F filing for Q4 2023, filed 14 Feb 2024.