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 $15.4B AUM 50.29% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brinker Capital Investments's TDOC Position: Q4 2023 in Review

Brinker Capital Investments sold out of Teladoc Health (TDOC) in Q4 2023, closing a stake of 15,719 shares — an estimated $292K sold.

Brinker Capital Investments first reported a position in TDOC in Q3 2020 and held it in 8 quarters. The position peaked at $1.04M in Q4 2020. 435 funds tracked by Wall St. Rank hold TDOC as of Q4 2023.

Brinker Capital Investments reported no remaining Teladoc Health position as of Q4 2023 after selling out during the quarter.
Brinker Capital Investments sold 15,719 Teladoc Health shares in Q4 2023, an estimated $292K.
Brinker Capital Investments first reported a position in Teladoc Health in Q3 2020 and held it in 8 quarters.
Brinker Capital Investments's Teladoc Health position peaked at $1.04M in Q4 2020.
435 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2023.

Based on Brinker Capital Investments's 13F filing for Q4 2023, filed 31 Jul 2025.