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Discovery Value Fund’s Teladoc Health TDOC Stock Holding History

Discovery Value Fund’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
2024
Q1 		– Sell
-67,639
Closed -$1.46M – 11
2023
Q4 		$1.46M Sell
67,639
-2,788
-4% -$51.4K 0.67% 7
2023
Q3 		$1.31M Sell
70,427
-43,571
-38% -$1.02M 0.72% 6
2023
Q2 		$2.89M Sell
113,998
-39,400
-26% -$992K 1.46% 6
2023
Q1 		$3.97M Sell
153,398
-803,232
-84% -$21.5M 2% 4
2022
Q4 		$22.6M Sell
956,630
-19,523
-2% -$526K 6.55% 4
2022
Q3 		$24.7M Hold
976,153
– – 6.21% 6
2022
Q2 		$32.4M Sell
976,153
-708,597
-42% -$30.1M 6.78% 3
2022
Q1 		$122M Sell
1,684,750
-478,459
-22% -$34.5M 8.96% 5
2021
Q4 		$199M Buy
2,163,209
+11,410
+0.5% +$1.36M 7.3% 5
2021
Q3 		$273M Sell
2,151,799
-173,400
-7% -$25.2M 8.01% 5
2021
Q2 		$387M Buy
2,325,199
+11,852
+0.5% +$1.92M 10.47% 4
2021
Q1 		$420M Buy
2,313,347
+195,208
+9% +$45.3M 13.76% 3
2020
Q4 		$424M Buy
2,118,139
+673,852
+47% +$137M 9.94% 4
2020
Q3 		$317M Buy
+1,444,287
New +$306M 9.36% 4

Other funds holding TDOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Discovery Value Fund's TDOC Position: Q1 2024 in Review

Discovery Value Fund sold out of Teladoc Health (TDOC) in Q1 2024, closing a stake of 67,639 shares — an estimated $1.46M sold.

Discovery Value Fund first reported a position in TDOC in Q3 2020 and held it in 14 quarters. The position peaked at $424M in Q4 2020. 426 funds tracked by Wall St. Rank hold TDOC as of Q1 2024.

  • Discovery Value Fund reported no remaining Teladoc Health position as of Q1 2024 after selling out during the quarter.
  • Discovery Value Fund sold 67,639 Teladoc Health shares in Q1 2024, an estimated $1.46M.
  • Discovery Value Fund first reported a position in Teladoc Health in Q3 2020 and held it in 14 quarters.
  • Discovery Value Fund's Teladoc Health position peaked at $424M in Q4 2020.
  • 426 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2024.

Based on Discovery Value Fund's 13F filing for Q1 2024, filed 10 May 2024.