Rothschild Investment LLC’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Rothschild Investment LLC’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 Q3	–	Sell	-15,000	Closed	-$8K	–	501
2023 Q2	$8K	Hold	15,000	–	–	﹤0.01%	489
2023 Q1	$6K	Hold	15,000	–	–	﹤0.01%	483
2022 Q4	$5K	Hold	15,000	–	–	﹤0.01%	478
2022 Q3	$14K	Hold	15,000	–	–	﹤0.01%	476
2022 Q2	$16K	Hold	15,000	–	–	﹤0.01%	474
2022 Q1	$39K	Buy	15,000 +5,000	+50%	+$11.6K	﹤0.01%	482
2021 Q4	$24K	Buy	+10,000	New	+$41.8K	﹤0.01%	496

Other funds holding SDC

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

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

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

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

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

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

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

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

Rothschild Investment LLC's SDC Position: Q3 2023 in Review

Rothschild Investment LLC sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q3 2023, closing a stake of 15,000 shares — an estimated $8K sold.

Rothschild Investment LLC first reported a position in SDC in Q4 2021 and held it in 7 quarters. The position peaked at $39K in Q1 2022. 82 funds tracked by Wall St. Rank hold SDC as of Q3 2023.

Rothschild Investment LLC reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Rothschild Investment LLC sold 15,000 SmileDirectClub, Inc. Class A Common Stock shares in Q3 2023, an estimated $8K.
Rothschild Investment LLC first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q4 2021 and held it in 7 quarters.
Rothschild Investment LLC's SmileDirectClub, Inc. Class A Common Stock position peaked at $39K in Q1 2022.
82 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q3 2023.

Based on Rothschild Investment LLC's 13F filing for Q3 2023, filed 16 Oct 2023.