Lazard Asset Management’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Lazard Asset 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	-86,146	Closed	-$35K	–	2551
2023 Q3	$35K	Hold	86,146	–	–	﹤0.01%	1962
2023 Q2	$45K	Hold	86,146	–	–	﹤0.01%	1870
2023 Q1	$37K	Hold	86,146	–	–	﹤0.01%	1885
2022 Q4	$30K	Hold	86,146	–	–	﹤0.01%	2026
2022 Q3	$77K	Sell	86,146 -44,300	-34%	-$53.8K	﹤0.01%	1597
2022 Q2	$135K	Buy	130,446 +96,594	+285%	+$156K	﹤0.01%	1394
2022 Q1	$87K	Sell	33,852 -33,112	-49%	-$76.8K	﹤0.01%	1461
2021 Q4	$157K	Sell	66,964 -40,986	-38%	-$171K	﹤0.01%	1326
2021 Q3	$574K	Buy	107,950 +52,750	+96%	+$328K	﹤0.01%	1152
2021 Q2	$479K	Buy	+55,200	New	+$509K	﹤0.01%	1074

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 $326M AUM 36.44% 1-Year Est. Return

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

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 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

Lazard Asset Management's SDC Position: Q4 2023 in Review

Lazard Asset Management sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2023, closing a stake of 86,146 shares — an estimated $35K sold.

Lazard Asset Management first reported a position in SDC in Q2 2021 and held it in 10 quarters. The position peaked at $574K in Q3 2021. 11 funds tracked by Wall St. Rank hold SDC as of Q4 2023.

Lazard Asset Management reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Lazard Asset Management sold 86,146 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2023, an estimated $35K.
Lazard Asset Management first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q2 2021 and held it in 10 quarters.
Lazard Asset Management's SmileDirectClub, Inc. Class A Common Stock position peaked at $574K in Q3 2021.
11 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2023.

Based on Lazard Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.