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Disciplined Investments’s Teladoc Health TDOC Stock Holding History

Disciplined 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
Q3 		– Sell
-13
Closed -$329 – 1378
2023
Q2 		$329 Buy
13
+7
+117% +$176 ﹤0.01% 1364
2023
Q1 		$155 Sell
6
-4
-40% -$107 ﹤0.01% 1532
2022
Q4 		$237 Buy
10
+2
+25% +$54 ﹤0.01% 1400
2022
Q3 		$0 Buy
8
+2
+33% +$70 ﹤0.01% 1605
2022
Q2 		$0 Sell
6
-2
-25% -$85 ﹤0.01% 1610
2022
Q1 		$1K Buy
+8
New +$576 ﹤0.01% 1186

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Disciplined Investments's TDOC Position: Q3 2023 in Review

Disciplined Investments sold out of Teladoc Health (TDOC) in Q3 2023, closing a stake of 13 shares — an estimated $329 sold.

Disciplined Investments first reported a position in TDOC in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 436 funds tracked by Wall St. Rank hold TDOC as of Q3 2023.

  • Disciplined Investments reported no remaining Teladoc Health position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 13 Teladoc Health shares in Q3 2023, an estimated $329.
  • Disciplined Investments first reported a position in Teladoc Health in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Teladoc Health position peaked at $1K in Q1 2022.
  • 436 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.