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

Lenox 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 Q2	$15K	Buy	+1,970	New	+$13.4K	﹤0.01%	384

Other funds holding SDC

CDR

Clayton Dubilier & Rice New York $536M AUM 0.63% 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

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

IIC

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Management's SDC Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in SmileDirectClub, Inc. Class A Common Stock (SDC) in Q2 2020: 1,970 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #384 among its holdings.

140 funds tracked by Wall St. Rank hold SDC as of Q2 2020.

Lenox Wealth Management held 1,970 shares of SmileDirectClub, Inc. Class A Common Stock worth $15K as of Q2 2020.
SmileDirectClub, Inc. Class A Common Stock was a new Lenox Wealth Management position in Q2 2020.
SmileDirectClub, Inc. Class A Common Stock made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #384 holding.
140 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.