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

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

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

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