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

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return