Howe & Rusling’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-1,000	Closed	-$1K	–	1110
2022 Q3	$1K	Buy	+1,000	New	+$1.21K	﹤0.01%	1032
2020 Q2	–	Sell	-165	Closed	-$1K	–	941
2020 Q1	$1K	Sell	165 -15	-8%	-$148	﹤0.01%	760
2019 Q4	$2K	Buy	+180	New	+$1.8K	﹤0.01%	710

Other funds holding SDC

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

PCM

Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Howe & Rusling's SDC Position: Q4 2022 in Review

Howe & Rusling sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2022, closing a stake of 1,000 shares — an estimated $1K sold.

Howe & Rusling first reported a position in SDC in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 103 funds tracked by Wall St. Rank hold SDC as of Q4 2022.

Howe & Rusling reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 1,000 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2022, an estimated $1K.
Howe & Rusling first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q4 2019 and held it in 3 quarters.
Howe & Rusling's SmileDirectClub, Inc. Class A Common Stock position peaked at $2K in Q4 2019.
103 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.