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Advisory Research’s Teladoc Health TDOC Stock Holding History

Advisory Research’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,738
Closed -$861K – 380
2021
Q1 		$861K Buy
4,738
+1,195
+34% +$277K 0.06% 221
2020
Q4 		$708K Buy
3,543
+1,218
+52% +$248K 0.05% 228
2020
Q3 		$510K Sell
2,325
-4,952
-68% -$1.05M 0.05% 237
2020
Q2 		$1.39M Sell
7,277
-11,975
-62% -$2.1M 0.12% 139
2020
Q1 		$2.98M Sell
19,252
-16,847
-47% -$1.96M 0.21% 70
2019
Q4 		$3.02M Sell
36,099
-4,301
-11% -$327K 0.14% 92
2019
Q3 		$2.74M Sell
40,400
-10,705
-21% -$705K 0.13% 100
2019
Q2 		$3.39M Buy
51,105
+15,723
+44% +$916K 0.07% 145
2019
Q1 		$1.97M Sell
35,382
-26,301
-43% -$1.61M 0.04% 186
2018
Q4 		$3.06M Sell
61,683
-10,899
-15% -$667K 0.06% 155
2018
Q3 		$6.27M Sell
72,582
-24,718
-25% -$1.76M 0.1% 129
2018
Q2 		$5.65M Sell
97,300
-35,622
-27% -$1.74M 0.09% 141
2018
Q1 		$5.36M Buy
132,922
+13,053
+11% +$493K 0.1% 137
2017
Q4 		$4.18M Sell
119,869
-16,448
-12% -$546K 0.07% 162
2017
Q3 		$4.52M Buy
136,317
+18,260
+15% +$599K 0.07% 154
2017
Q2 		$4.1M Buy
118,057
+87,593
+288% +$2.55M 0.06% 166
2017
Q1 		$762K Buy
+30,464
New +$634K 0.01% 339

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisory Research's TDOC Position: Q2 2021 in Review

Advisory Research sold out of Teladoc Health (TDOC) in Q2 2021, closing a stake of 4,738 shares — an estimated $861K sold.

Advisory Research first reported a position in TDOC in Q1 2017 and held it in 17 quarters. The position peaked at $6.27M in Q3 2018. 829 funds tracked by Wall St. Rank hold TDOC as of Q2 2021.

  • Advisory Research reported no remaining Teladoc Health position as of Q2 2021 after selling out during the quarter.
  • Advisory Research sold 4,738 Teladoc Health shares in Q2 2021, an estimated $861K.
  • Advisory Research first reported a position in Teladoc Health in Q1 2017 and held it in 17 quarters.
  • Advisory Research's Teladoc Health position peaked at $6.27M in Q3 2018.
  • 829 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2021.

Based on Advisory Research's 13F filing for Q2 2021, filed 16 Aug 2021.