Stifel Financial’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Stifel Financial’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
2022 Q1	–	Sell	-13,940	Closed	-$33K	–	3532
2021 Q4	$33K	Sell	13,940 -7,692	-36%	-$32.1K	﹤0.01%	3330
2021 Q3	$115K	Sell	21,632 -4,416	-17%	-$27.4K	﹤0.01%	3229
2021 Q2	$226K	Sell	26,048 -22,870	-47%	-$211K	﹤0.01%	3073
2021 Q1	$504K	Sell	48,918 -1,522	-3%	-$18K	﹤0.01%	2482
2020 Q4	$602K	Sell	50,440 -33,414	-40%	-$378K	﹤0.01%	2205
2020 Q3	$979K	Buy	83,854 +19,824	+31%	+$182K	﹤0.01%	1651
2020 Q2	$506K	Buy	64,030 +48,630	+316%	+$330K	﹤0.01%	2034
2020 Q1	$72K	Sell	15,400 -3,422	-18%	-$33.7K	﹤0.01%	2628
2019 Q4	$167K	Sell	18,822 -3,878	-17%	-$38.8K	﹤0.01%	2810
2019 Q3	$319K	Buy	+22,700	New	+$379K	﹤0.01%	2414

Other funds holding SDC

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

PCM

Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

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

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

Stifel Financial's SDC Position: Q1 2022 in Review

Stifel Financial sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q1 2022, closing a stake of 13,940 shares — an estimated $33K sold.

Stifel Financial first reported a position in SDC in Q3 2019 and held it in 10 quarters. The position peaked at $979K in Q3 2020. 141 funds tracked by Wall St. Rank hold SDC as of Q1 2022.

Stifel Financial reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q1 2022 after selling out during the quarter.
Stifel Financial sold 13,940 SmileDirectClub, Inc. Class A Common Stock shares in Q1 2022, an estimated $33K.
Stifel Financial first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q3 2019 and held it in 10 quarters.
Stifel Financial's SmileDirectClub, Inc. Class A Common Stock position peaked at $979K in Q3 2020.
141 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q1 2022.

Based on Stifel Financial's 13F filing for Q1 2022, filed 13 May 2022.