Gladstone Institutional Advisory’s Teladoc Health TDOC Stock Holding History

Gladstone Institutional Advisory’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	-3,106	Closed	-$516K	–	597
2021 Q2	$516K	Sell	3,106 -2,061	-40%	-$334K	0.06%	292
2021 Q1	$939K	Buy	5,167 +536	+12%	+$124K	0.15%	153
2020 Q4	$926K	Buy	4,631 +730	+19%	+$148K	0.18%	111
2020 Q3	$855K	Buy	3,901 +939	+32%	+$199K	0.2%	106
2020 Q2	$565K	Buy	2,962 +190	+7%	+$33.3K	0.14%	121
2020 Q1	$430K	Buy	+2,772	New	+$322K	0.11%	153

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

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 $7.75B AUM 33.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Gladstone Institutional Advisory's TDOC Position: Q3 2021 in Review

Gladstone Institutional Advisory sold out of Teladoc Health (TDOC) in Q3 2021, closing a stake of 3,106 shares — an estimated $516K sold.

Gladstone Institutional Advisory first reported a position in TDOC in Q1 2020 and held it in 6 quarters. The position peaked at $939K in Q1 2021. 761 funds tracked by Wall St. Rank hold TDOC as of Q3 2021.

Gladstone Institutional Advisory reported no remaining Teladoc Health position as of Q3 2021 after selling out during the quarter.
Gladstone Institutional Advisory sold 3,106 Teladoc Health shares in Q3 2021, an estimated $516K.
Gladstone Institutional Advisory first reported a position in Teladoc Health in Q1 2020 and held it in 6 quarters.
Gladstone Institutional Advisory's Teladoc Health position peaked at $939K in Q1 2021.
761 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2021.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.