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Bartlett & Co’s Teladoc Health TDOC Stock Holding History

Bartlett & Co’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 		$3K Buy
+150
New +$2.77K ﹤0.01% 1130
2021
Q3 		– Sell
-3
Closed – – 1062
2021
Q2 		$0 Hold
3
– – ﹤0.01% 1076
2021
Q1 		$1K Hold
3
– – ﹤0.01% 983
2020
Q4 		$1K Buy
+3
New +$610 ﹤0.01% 1066

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co's TDOC Position: Q4 2023 in Review

Bartlett & Co opened a new position in Teladoc Health (TDOC) in Q4 2023: 150 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1130 among its holdings. This is a return to the name: Bartlett & Co previously reported a position in TDOC as recently as Q2 2021.

Bartlett & Co first reported a position in TDOC in Q4 2020 and has held it in 4 quarters since. 435 funds tracked by Wall St. Rank hold TDOC as of Q4 2023.

  • Bartlett & Co held 150 shares of Teladoc Health worth $3K as of Q4 2023.
  • Teladoc Health was a new Bartlett & Co position in Q4 2023.
  • Teladoc Health made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1130 holding.
  • Bartlett & Co first reported a position in Teladoc Health in Q4 2020 and has held it in 4 quarters since.
  • 435 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.