Bank of Montreal
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Bank of Montreal’s Teladoc Health TDOC Stock Holding History

Bank of Montreal’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
Q1 		– Sell
-30,400
Closed -$720K – 4170
2022
Q4 		$720K Hold
30,400
– – ﹤0.01% 2384
2022
Q3 		$807 Hold
30,400
– – ﹤0.01% 2304
2022
Q2 		$1.14K Sell
30,400
-6,600
-18% -$280K ﹤0.01% 2228
2022
Q1 		$2.71M Buy
+37,000
New +$2.67M ﹤0.01% 1770
2020
Q3 		– Sell
-126,500
Closed -$28.9M – 4928
2020
Q2 		$28.9M Buy
+126,500
New +$22.2M 0.03% 472
2019
Q3 		– Sell
-20,000
Closed -$1.33M – 4972
2019
Q2 		$1.33M Hold
20,000
– – ﹤0.01% 1931
2019
Q1 		$1.11M Buy
+20,000
New +$1.22M ﹤0.01% 1981

Other funds holding TDOC

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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of Montreal's TDOC Position: Q4 2024 in Review

Bank of Montreal sold out of Teladoc Health (TDOC) in Q4 2024, closing a stake of 8,027 shares — an estimated $67.9K sold.

Bank of Montreal first reported a position in TDOC in Q1 2016 and held it in 35 quarters. The position peaked at $318M in Q4 2021. 381 funds tracked by Wall St. Rank hold TDOC as of Q4 2024.

  • Bank of Montreal reported no remaining Teladoc Health position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 8,027 Teladoc Health shares in Q4 2024, an estimated $67.9K.
  • Bank of Montreal first reported a position in Teladoc Health in Q1 2016 and held it in 35 quarters.
  • Bank of Montreal's Teladoc Health position peaked at $318M in Q4 2021.
  • 381 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.