Essex Investment Management’s Teladoc Health TDOC Stock Holding History

Essex Investment Management’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 Q3	–	Sell	-4,705	Closed	-$782K	–	440
2021 Q2	$782K	Buy	4,705 +1,442	+44%	+$234K	0.09%	248
2021 Q1	$593K	Sell	3,263 -37,118	-92%	-$8.61M	0.07%	271
2020 Q4	$8.07M	Sell	40,381 -211	-0.5%	-$42.9K	1%	13
2020 Q3	$8.9M	Sell	40,592 -3,178	-7%	-$673K	1.27%	8
2020 Q2	$8.35M	Buy	43,770 +4,847	+12%	+$849K	1.37%	8
2020 Q1	$6.03M	Sell	38,923 -5,687	-13%	-$662K	1.22%	12
2019 Q4	$3.73M	Sell	44,610 -379	-0.8%	-$28.8K	0.46%	54
2019 Q3	$3.05M	Sell	44,989 -1,726	-4%	-$114K	0.44%	57
2019 Q2	$3.1M	Sell	46,715 -2,399	-5%	-$140K	0.43%	56
2019 Q1	$2.73M	Sell	49,114 -67,924	-58%	-$4.15M	0.4%	65
2018 Q4	$5.8M	Buy	+117,038	New	+$7.16M	0.91%	19

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $7.07B AUM 50.91% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Essex Investment Management's TDOC Position: Q3 2021 in Review

Essex Investment Management sold out of Teladoc Health (TDOC) in Q3 2021, closing a stake of 4,705 shares — an estimated $782K sold.

Essex Investment Management first reported a position in TDOC in Q4 2018 and held it in 11 quarters. The position peaked at $8.9M in Q3 2020. 761 funds tracked by Wall St. Rank hold TDOC as of Q3 2021.

Essex Investment Management reported no remaining Teladoc Health position as of Q3 2021 after selling out during the quarter.
Essex Investment Management sold 4,705 Teladoc Health shares in Q3 2021, an estimated $782K.
Essex Investment Management first reported a position in Teladoc Health in Q4 2018 and held it in 11 quarters.
Essex Investment Management's Teladoc Health position peaked at $8.9M in Q3 2020.
761 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2021.

Based on Essex Investment Management's 13F filing for Q3 2021, filed 9 Nov 2021.