Bourgeon Capital Management’s Teladoc Health TDOC Stock Holding History

Bourgeon Capital Management’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
2024 Q1	–	Sell	-4	Closed	-$87	–	348
2023 Q4	$87	Hold	4	–	–	﹤0.01%	394
2023 Q3	$75	Hold	4	–	–	﹤0.01%	389
2023 Q2	$102	Hold	4	–	–	﹤0.01%	328
2023 Q1	$104	Hold	4	–	–	﹤0.01%	313
2022 Q4	$95	Hold	4	–	–	﹤0.01%	365
2022 Q3	$0	Hold	4	–	–	﹤0.01%	439
2022 Q2	$0	Hold	4	–	–	﹤0.01%	310
2022 Q1	$0	Hold	4	–	–	﹤0.01%	308
2021 Q4	$0	Hold	4	–	–	﹤0.01%	292
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	271
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	272
2021 Q1	$1K	Buy	+4	New	+$928	﹤0.01%	271

Other funds holding TDOC

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Bourgeon Capital Management's TDOC Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Teladoc Health (TDOC) in Q1 2024, closing a stake of 4 shares — an estimated $87 sold.

Bourgeon Capital Management first reported a position in TDOC in Q1 2021 and held it in 12 quarters. The position peaked at $1K in Q3 2021. 426 funds tracked by Wall St. Rank hold TDOC as of Q1 2024.

Bourgeon Capital Management reported no remaining Teladoc Health position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 4 Teladoc Health shares in Q1 2024, an estimated $87.
Bourgeon Capital Management first reported a position in Teladoc Health in Q1 2021 and held it in 12 quarters.
Bourgeon Capital Management's Teladoc Health position peaked at $1K in Q3 2021.
426 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.