North Star Investment Management’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

North Star Investment 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
2021 Q4	–	Sell	-3,600	Closed	-$19K	–	1229
2021 Q3	$19K	Buy	3,600 +2,000	+125%	+$12.4K	﹤0.01%	753
2021 Q2	$14K	Hold	1,600	–	–	﹤0.01%	799
2021 Q1	$16K	Hold	1,600	–	–	﹤0.01%	725
2020 Q4	$19K	Sell	1,600 -1,000	-38%	-$11.3K	﹤0.01%	684
2020 Q3	$30K	Hold	2,600	–	–	﹤0.01%	599
2020 Q2	$21K	Buy	2,600 +1,600	+160%	+$10.9K	﹤0.01%	633
2020 Q1	$5K	Buy	+1,000	New	+$9.86K	﹤0.01%	826

Other funds holding SDC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

North Star Investment Management's SDC Position: Q4 2021 in Review

North Star Investment Management sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2021, closing a stake of 3,600 shares — an estimated $19K sold.

North Star Investment Management first reported a position in SDC in Q1 2020 and held it in 7 quarters. The position peaked at $30K in Q3 2020. 139 funds tracked by Wall St. Rank hold SDC as of Q4 2021.

North Star Investment Management reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2021 after selling out during the quarter.
North Star Investment Management sold 3,600 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2021, an estimated $19K.
North Star Investment Management first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q1 2020 and held it in 7 quarters.
North Star Investment Management's SmileDirectClub, Inc. Class A Common Stock position peaked at $30K in Q3 2020.
139 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2021.

Based on North Star Investment Management's 13F filing for Q4 2021, filed 7 Feb 2022.