Altshuler Shaham’s Teladoc Health TDOC Stock Holding History

Altshuler Shaham’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 Q4	–	Sell	-4,000	Closed	-$74.4K	–	314
2023 Q3	$74.4K	Hold	4,000	–	–	﹤0.01%	113
2023 Q2	$101K	Hold	4,000	–	–	﹤0.01%	120
2023 Q1	$104K	Hold	4,000	–	–	﹤0.01%	142
2022 Q4	$94.6K	Hold	4,000	–	–	﹤0.01%	169
2022 Q3	$101K	Buy	+4,000	New	+$140K	﹤0.01%	169
2022 Q2	–	Sell	-4,000	Closed	-$289K	–	554
2022 Q1	$289K	Buy	4,000 +3,250	+433%	+$234K	﹤0.01%	190
2021 Q4	$95K	Hold	750	–	–	﹤0.01%	326
2021 Q3	$95K	Buy	750 +100	+15%	+$14.6K	﹤0.01%	330
2021 Q2	$108K	Hold	650	–	–	﹤0.01%	317
2021 Q1	$118K	Buy	650 +150	+30%	+$34.8K	﹤0.01%	205
2020 Q4	$102K	Buy	500 +334	+201%	+$67.9K	﹤0.01%	199
2020 Q3	$36K	Hold	166	–	–	﹤0.01%	265
2020 Q2	$32K	Buy	166 +63	+61%	+$11K	﹤0.01%	223
2020 Q1	$16K	Buy	+103	New	+$12K	﹤0.01%	245

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Altshuler Shaham's TDOC Position: Q4 2023 in Review

Altshuler Shaham sold out of Teladoc Health (TDOC) in Q4 2023, closing a stake of 4,000 shares — an estimated $74.4K sold.

Altshuler Shaham first reported a position in TDOC in Q1 2020 and held it in 14 quarters. The position peaked at $289K in Q1 2022. 435 funds tracked by Wall St. Rank hold TDOC as of Q4 2023.

Altshuler Shaham reported no remaining Teladoc Health position as of Q4 2023 after selling out during the quarter.
Altshuler Shaham sold 4,000 Teladoc Health shares in Q4 2023, an estimated $74.4K.
Altshuler Shaham first reported a position in Teladoc Health in Q1 2020 and held it in 14 quarters.
Altshuler Shaham's Teladoc Health position peaked at $289K in Q1 2022.
435 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2023.

Based on Altshuler Shaham's 13F filing for Q4 2023, filed 7 Feb 2024.