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
2022 Q3	–	Sell	-451,500	Closed	-$16.9K	–	4400
2022 Q2	$16.9K	Sell	451,500 -1,167,400	-72%	-$49.6M	0.01%	819
2022 Q1	$119M	Buy	+1,618,900	New	+$117M	0.06%	238
2021 Q4	–	Sell	-1,288,500	Closed	-$168M	–	3865
2021 Q3	$168M	Buy	1,288,500 +848,500	+193%	+$124M	0.08%	223
2021 Q2	$76.4M	Buy	+440,000	New	+$71.3M	0.04%	386
2021 Q1	–	Sell	-19,900	Closed	-$4.39M	–	5339
2020 Q4	$4.39M	Sell	19,900 -7,200	-27%	-$1.46M	﹤0.01%	1469
2020 Q3	$5.9M	Buy	+27,100	New	+$5.74M	﹤0.01%	1110
2020 Q2	–	Sell	-18,800	Closed	-$3M	–	4828
2020 Q1	$3M	Sell	18,800 -10,600	-36%	-$1.23M	﹤0.01%	1228
2019 Q4	$2.46M	Buy	29,400 +12,000	+69%	+$913K	﹤0.01%	1756
2019 Q3	$1.18M	Sell	17,400 -20,000	-53%	-$1.32M	﹤0.01%	1993
2019 Q2	$2.48M	Buy	37,400 +17,400	+87%	+$1.01M	﹤0.01%	1547
2019 Q1	$1.11M	Buy	+20,000	New	+$1.22M	﹤0.01%	1982
2018 Q3	–	Sell	-300	Closed	-$17K	–	4882
2018 Q2	$17K	Sell	300 -11,500	-97%	-$562K	﹤0.01%	3802
2018 Q1	$476K	Hold	11,800	–	–	﹤0.01%	2244
2017 Q4	$411K	Buy	+11,800	New	+$392K	﹤0.01%	2379

Other funds holding TDOC

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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.