Albion Financial Group’s Teladoc Health TDOC Stock Holding History

Albion Financial Group’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
2023 Q2	–	Sell	-1,000	Closed	-$25.9K	–	494
2023 Q1	$25.9K	Sell	1,000 -25	-2%	-$669	﹤0.01%	242
2022 Q4	$24.2K	Buy	1,025 +25	+3%	+$674	﹤0.01%	247
2022 Q3	$25K	Hold	1,000	–	–	﹤0.01%	244
2022 Q2	$33K	Sell	1,000 -9	-0.9%	-$382	﹤0.01%	236
2022 Q1	$73K	Buy	1,009 +9	+0.9%	+$648	0.01%	243
2021 Q4	$92K	Hold	1,000	–	–	0.01%	249
2021 Q3	$127K	Hold	1,000	–	–	0.01%	200
2021 Q2	$166K	Buy	+1,000	New	+$162K	0.01%	194
2020 Q4	$200K	Buy	+1,000	New	+$203K	0.02%	178

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Albion Financial Group's TDOC Position: Q2 2023 in Review

Albion Financial Group sold out of Teladoc Health (TDOC) in Q2 2023, closing a stake of 1,000 shares — an estimated $25.9K sold.

Albion Financial Group first reported a position in TDOC in Q4 2020 and held it in 9 quarters. The position peaked at $200K in Q4 2020. 431 funds tracked by Wall St. Rank hold TDOC as of Q2 2023.

Albion Financial Group reported no remaining Teladoc Health position as of Q2 2023 after selling out during the quarter.
Albion Financial Group sold 1,000 Teladoc Health shares in Q2 2023, an estimated $25.9K.
Albion Financial Group first reported a position in Teladoc Health in Q4 2020 and held it in 9 quarters.
Albion Financial Group's Teladoc Health position peaked at $200K in Q4 2020.
431 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2023.

Based on Albion Financial Group's 13F filing for Q2 2023, filed 25 Jul 2023.