Congress Asset Management’s Teladoc Health TDOC Stock Holding History

Congress Asset 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
2019 Q1	–	Sell	-27,002	Closed	-$1.34M	–	371
2018 Q4	$1.34M	Sell	27,002 -75	-0.3%	-$4.59K	0.02%	292
2018 Q3	$2.34M	Sell	27,077 -54,870	-67%	-$3.91M	0.03%	266
2018 Q2	$4.76M	Sell	81,947 -2,672	-3%	-$130K	0.07%	182
2018 Q1	$3.41M	Buy	84,619 +1,887	+2%	+$71.2K	0.05%	220
2017 Q4	$2.88M	Buy	82,732 +32,430	+64%	+$1.08M	0.04%	223
2017 Q3	$1.67M	Buy	+50,302	New	+$1.65M	0.03%	275

Other funds holding TDOC

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Congress Asset Management's TDOC Position: Q1 2019 in Review

Congress Asset Management sold out of Teladoc Health (TDOC) in Q1 2019, closing a stake of 27,002 shares — an estimated $1.34M sold.

Congress Asset Management first reported a position in TDOC in Q3 2017 and held it in 6 quarters. The position peaked at $4.76M in Q2 2018. 364 funds tracked by Wall St. Rank hold TDOC as of Q1 2019.

Congress Asset Management reported no remaining Teladoc Health position as of Q1 2019 after selling out during the quarter.
Congress Asset Management sold 27,002 Teladoc Health shares in Q1 2019, an estimated $1.34M.
Congress Asset Management first reported a position in Teladoc Health in Q3 2017 and held it in 6 quarters.
Congress Asset Management's Teladoc Health position peaked at $4.76M in Q2 2018.
364 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2019.

Based on Congress Asset Management's 13F filing for Q1 2019, filed 8 May 2019.