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Carl P. Sherr & Co’s Teladoc Health TDOC Stock Holding History

Carl P. Sherr & 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
2021
Q4 		– Sell
-2,574
Closed -$326K – 129
2021
Q3 		$326K Sell
2,574
-413
-14% -$60.1K 0.26% 80
2021
Q2 		$497K Sell
2,987
-1,384
-32% -$224K 0.34% 70
2021
Q1 		$794K Sell
4,371
-258
-6% -$59.8K 0.6% 49
2020
Q4 		$926K Sell
4,629
-76
-2% -$15.5K 0.74% 36
2020
Q3 		$1.03M Buy
4,705
+124
+3% +$26.3K 0.93% 25
2020
Q2 		$874K Sell
4,581
-100
-2% -$17.5K 0.87% 29
2020
Q1 		$726K Sell
4,681
-944
-17% -$110K 0.86% 36
2019
Q4 		$471K Buy
+5,625
New +$428K 0.46% 70

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Carl P. Sherr & Co's TDOC Position: Q4 2021 in Review

Carl P. Sherr & Co sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 2,574 shares — an estimated $326K sold.

Carl P. Sherr & Co first reported a position in TDOC in Q4 2019 and held it in 8 quarters. The position peaked at $1.03M in Q3 2020. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • Carl P. Sherr & Co reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
  • Carl P. Sherr & Co sold 2,574 Teladoc Health shares in Q4 2021, an estimated $326K.
  • Carl P. Sherr & Co first reported a position in Teladoc Health in Q4 2019 and held it in 8 quarters.
  • Carl P. Sherr & Co's Teladoc Health position peaked at $1.03M in Q3 2020.
  • 729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Carl P. Sherr & Co's 13F filing for Q4 2021, filed 11 Feb 2022.