DLCIG
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D.L. Carlson Investment Group’s Teladoc Health TDOC Stock Holding History

D.L. Carlson Investment Group’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
-1,933
Closed -$245K – 155
2021
Q3 		$245K Sell
1,933
-431
-18% -$62.7K 0.04% 128
2021
Q2 		$393K Sell
2,364
-1,836
-44% -$297K 0.07% 115
2021
Q1 		$763K Sell
4,200
-19,610
-82% -$4.55M 0.14% 97
2020
Q4 		$4.76M Buy
23,810
+3,005
+14% +$611K 0.86% 44
2020
Q3 		$4.56M Buy
20,805
+7,555
+57% +$1.6M 0.97% 38
2020
Q2 		$2.53M Buy
13,250
+244
+2% +$42.8K 0.75% 49
2020
Q1 		$2.02M Buy
+13,006
New +$1.51M 0.76% 50
2019
Q1 		– Sell
-51,383
Closed -$2.55M – 153
2018
Q4 		$2.55M Sell
51,383
-6,861
-12% -$420K 0.85% 46
2018
Q3 		$5.03M Sell
58,244
-15,822
-21% -$1.13M 1.42% 22
2018
Q2 		$4.3M Sell
74,066
-26,129
-26% -$1.28M 1.31% 28
2018
Q1 		$4.04M Buy
+100,195
New +$3.78M 1.27% 30

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $7.75B AUM 33.73% 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 $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

D.L. Carlson Investment Group's TDOC Position: Q4 2021 in Review

D.L. Carlson Investment Group sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 1,933 shares — an estimated $245K sold.

D.L. Carlson Investment Group first reported a position in TDOC in Q1 2018 and held it in 11 quarters. The position peaked at $5.03M in Q3 2018. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • D.L. Carlson Investment Group reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 1,933 Teladoc Health shares in Q4 2021, an estimated $245K.
  • D.L. Carlson Investment Group first reported a position in Teladoc Health in Q1 2018 and held it in 11 quarters.
  • D.L. Carlson Investment Group's Teladoc Health position peaked at $5.03M in Q3 2018.
  • 729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on D.L. Carlson Investment Group's 13F filing for Q4 2021, filed 14 Feb 2022.