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Brinker Capital Investments’s Teladoc Health TDOC Stock Holding History

Brinker Capital Investments’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 		– Sell
-15,719
Closed -$292K – 1752
2023
Q3 		$292K Buy
15,719
+223
+1% +$5.21K ﹤0.01% 1396
2023
Q2 		$392K Buy
15,496
+1,151
+8% +$29K ﹤0.01% 1304
2023
Q1 		$372K Buy
+14,345
New +$384K ﹤0.01% 1265
2021
Q4 		– Sell
-3,142
Closed -$522K – 1435
2021
Q3 		$522K Hold
3,142
– – 0.01% 960
2021
Q2 		$522K Sell
3,142
-172
-5% -$27.9K 0.01% 1016
2021
Q1 		$602K Sell
3,314
-1,882
-36% -$437K 0.01% 859
2020
Q4 		$1.04M Buy
5,196
+1,231
+31% +$250K 0.02% 681
2020
Q3 		$869K Buy
+3,965
New +$840K 0.01% 726

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 $5.7T 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