Jackson Wealth Management’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Jackson Wealth 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
2020 Q1	–	Sell	-54,000	Closed	-$710K	–	176
2019 Q4	$710K	Buy	+54,000	New	+$540K	0.12%	128

Other funds holding SDC

CDR

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

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

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

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

IIC

Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Jackson Wealth Management's SDC Position: Q1 2020 in Review

Jackson Wealth Management sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q1 2020, closing a stake of 54,000 shares — an estimated $710K sold.

Jackson Wealth Management first reported a position in SDC in Q4 2019 and held it in 1 quarter. The position peaked at $710K in Q4 2019. 133 funds tracked by Wall St. Rank hold SDC as of Q1 2020.

Jackson Wealth Management reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q1 2020 after selling out during the quarter.
Jackson Wealth Management sold 54,000 SmileDirectClub, Inc. Class A Common Stock shares in Q1 2020, an estimated $710K.
Jackson Wealth Management first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q4 2019 and held it in 1 quarter.
Jackson Wealth Management's SmileDirectClub, Inc. Class A Common Stock position peaked at $710K in Q4 2019.
133 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.