Tuttle Capital Management’s SBC Medical Group SBC Stock Holding History

Tuttle Capital Management’s Portfolio SBC Stock Details SBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,369	Closed	-$2.15K	–	70
2024 Q3	$2.15K	Hold	14,369	–	–	0.01%	58
2024 Q2	$1.44K	Hold	14,369	–	–	0.01%	58
2024 Q1	$482	Sell	14,369 -14,369	-50%	-$165K	﹤0.01%	59
2023 Q4	$155K	Hold	28,738	–	–	1.08%	34
2023 Q3	$154K	Hold	28,738	–	–	1.03%	37
2023 Q2	$149K	Buy	+28,738	New	+$297K	0.7%	44

Other funds holding SBC

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Tuttle Capital Management's SBC Position: Q4 2024 in Review

Tuttle Capital Management sold out of SBC Medical Group (SBC) in Q4 2024, closing a stake of 14,369 shares — an estimated $2.15K sold.

Tuttle Capital Management first reported a position in SBC in Q2 2023 and held it in 6 quarters. The position peaked at $155K in Q4 2023. 4 funds tracked by Wall St. Rank hold SBC as of Q4 2024.

Tuttle Capital Management reported no remaining SBC Medical Group position as of Q4 2024 after selling out during the quarter.
Tuttle Capital Management sold 14,369 SBC Medical Group shares in Q4 2024, an estimated $2.15K.
Tuttle Capital Management first reported a position in SBC Medical Group in Q2 2023 and held it in 6 quarters.
Tuttle Capital Management's SBC Medical Group position peaked at $155K in Q4 2023.
4 funds tracked by Wall St. Rank held SBC Medical Group as of Q4 2024.

Based on Tuttle Capital Management's 13F filing for Q4 2024, filed 14 Jan 2025.