Berman Capital Advisors’s Teladoc Health TDOC Stock Holding History

Berman Capital Advisors’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
2021 Q3	$57K	Buy	459 +316	+221%	+$46K	0.01%	622
2021 Q2	$23K	Sell	143 -13	-8%	-$2.11K	﹤0.01%	860
2021 Q1	$27K	Buy	156 +12	+8%	+$2.78K	0.01%	692
2020 Q4	$28K	Buy	144 +101	+235%	+$20.5K	0.01%	578
2020 Q3	$9K	Buy	43 +2	+5%	+$424	﹤0.01%	851
2020 Q2	$7K	Buy	41 +27	+193%	+$4.73K	﹤0.01%	902
2020 Q1	$2K	Buy	+14	New	+$1.63K	﹤0.01%	1185
2019 Q2	–	Sell	-16	Closed	–	–	1568
2019 Q1	$0	Buy	+16	New	+$977	﹤0.01%	1474

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $7.07B AUM 50.91% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Berman Capital Advisors's TDOC Position: Q3 2021 in Review

Berman Capital Advisors increased its Teladoc Health (TDOC) stake by 221% in Q3 2021, buying an estimated $46K and bringing the position to 459 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #622.

Berman Capital Advisors first reported a position in TDOC in Q1 2019 and has held it in 8 quarters since. 761 funds tracked by Wall St. Rank hold TDOC as of Q3 2021.

Berman Capital Advisors held 459 shares of Teladoc Health worth $57K as of Q3 2021.
Berman Capital Advisors bought 316 Teladoc Health shares in Q3 2021, an estimated $46K.
Teladoc Health made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #622 holding.
Berman Capital Advisors first reported a position in Teladoc Health in Q1 2019 and has held it in 8 quarters since.
761 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.