Ergoteles’s Teladoc Health TDOC Stock Holding History

Ergoteles’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	-267,469	Closed	-$6.77M	–	755
2023 Q2	$6.77M	Buy	+267,469	New	+$6.73M	0.32%	72
2022 Q3	–	Sell	-178,040	Closed	-$5.91M	–	1980
2022 Q2	$5.91M	Buy	178,040 +50,874	+40%	+$2.16M	0.18%	132
2022 Q1	$9.17M	Buy	127,166 +83,380	+190%	+$6.01M	0.35%	67
2021 Q4	$4.02M	Buy	+43,786	New	+$5.23M	0.16%	144
2021 Q3	–	Sell	-78,332	Closed	-$13M	–	1651
2021 Q2	$13M	Buy	+78,332	New	+$12.7M	0.3%	97

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Ergoteles's TDOC Position: Q3 2023 in Review

Ergoteles sold out of Teladoc Health (TDOC) in Q3 2023, closing a stake of 267,469 shares — an estimated $6.77M sold.

Ergoteles first reported a position in TDOC in Q2 2021 and held it in 5 quarters. The position peaked at $13M in Q2 2021. 436 funds tracked by Wall St. Rank hold TDOC as of Q3 2023.

Ergoteles reported no remaining Teladoc Health position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 267,469 Teladoc Health shares in Q3 2023, an estimated $6.77M.
Ergoteles first reported a position in Teladoc Health in Q2 2021 and held it in 5 quarters.
Ergoteles's Teladoc Health position peaked at $13M in Q2 2021.
436 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2023.

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