Carmichael Hill & Associates’s Teladoc Health TDOC Stock Holding History

Carmichael Hill & Associates’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	-20	Closed	-$372	–	811
2023 Q3	$372	Hold	20	–	–	﹤0.01%	766
2023 Q2	$507	Hold	20	–	–	﹤0.01%	757
2023 Q1	$518	Hold	20	–	–	﹤0.01%	752
2022 Q4	$473	Sell	20 -171	-90%	-$4.61K	﹤0.01%	748
2022 Q3	$5K	Hold	191	–	–	﹤0.01%	671
2022 Q2	$6K	Hold	191	–	–	﹤0.01%	639
2022 Q1	$14K	Hold	191	–	–	0.01%	547
2021 Q4	$18K	Hold	191	–	–	0.01%	537
2021 Q3	$24K	Hold	191	–	–	0.01%	493
2021 Q2	$32K	Buy	191 +20	+12%	+$3.24K	0.02%	447
2021 Q1	$31K	Hold	171	–	–	0.02%	427
2020 Q4	$34K	Sell	171 -10	-6%	-$2.03K	0.02%	381
2020 Q3	$40K	Hold	181	–	–	0.03%	326
2020 Q2	$35K	Sell	181 -10	-5%	-$1.75K	0.03%	331
2020 Q1	$30K	Buy	191 +20	+12%	+$2.33K	0.03%	324
2019 Q4	$14K	Buy	+171	New	+$13K	0.01%	446

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

Carmichael Hill & Associates's TDOC Position: Q4 2023 in Review

Carmichael Hill & Associates sold out of Teladoc Health (TDOC) in Q4 2023, closing a stake of 20 shares — an estimated $372 sold.

Carmichael Hill & Associates first reported a position in TDOC in Q4 2019 and held it in 16 quarters. The position peaked at $40K in Q3 2020. 435 funds tracked by Wall St. Rank hold TDOC as of Q4 2023.

Carmichael Hill & Associates reported no remaining Teladoc Health position as of Q4 2023 after selling out during the quarter.
Carmichael Hill & Associates sold 20 Teladoc Health shares in Q4 2023, an estimated $372.
Carmichael Hill & Associates first reported a position in Teladoc Health in Q4 2019 and held it in 16 quarters.
Carmichael Hill & Associates's Teladoc Health position peaked at $40K in Q3 2020.
435 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2023.

Based on Carmichael Hill & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.