Geode Capital Management
SDC

Geode Capital Management’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Geode Capital Management’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
-1,307,778
Closed -$543K – 4799
2023
Q3 		$543K Buy
1,307,778
+77,508
+6% +$44.3K ﹤0.01% 3572
2023
Q2 		$652K Buy
1,230,270
+106,636
+9% +$43.5K ﹤0.01% 3527
2023
Q1 		$483K Buy
1,123,634
+14,286
+1% +$7.32K ﹤0.01% 3656
2022
Q4 		$390K Buy
1,109,348
+100,019
+10% +$65.9K ﹤0.01% 3791
2022
Q3 		$913K Buy
1,009,329
+1,835
+0.2% +$2.23K ﹤0.01% 3434
2022
Q2 		$1.05M Buy
1,007,494
+7,576
+0.8% +$12.3K ﹤0.01% 3401
2022
Q1 		$2.59M Buy
999,918
+31,906
+3% +$74K ﹤0.01% 3120
2021
Q4 		$2.27M Buy
968,012
+168,363
+21% +$703K ﹤0.01% 3305
2021
Q3 		$4.25M Sell
799,649
-52,606
-6% -$327K ﹤0.01% 3005
2021
Q2 		$7.4M Buy
852,255
+55,520
+7% +$512K ﹤0.01% 2663
2021
Q1 		$8.21M Buy
796,735
+105,601
+15% +$1.25M ﹤0.01% 2494
2020
Q4 		$8.25M Buy
691,134
+48,117
+7% +$545K ﹤0.01% 2292
2020
Q3 		$7.51M Buy
643,017
+109,328
+20% +$1M ﹤0.01% 2143
2020
Q2 		$4.22M Buy
533,689
+9,830
+2% +$66.7K ﹤0.01% 2431
2020
Q1 		$2.45M Buy
523,859
+61,307
+13% +$604K ﹤0.01% 2570
2019
Q4 		$4.04M Buy
+462,552
New +$4.63M ﹤0.01% 2589

Other funds holding SDC

BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.01B AUM 38.1% 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
SF
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
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $443M AUM 14.48% 1-Year Est. Return