HM Payson & Co’s Teladoc Health TDOC Stock Holding History

HM Payson & Co’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	-100	Closed	-$2.15K	–	1010
2023 Q4	$2.15K	Sell	100 -32	-24%	-$590	﹤0.01%	901
2023 Q3	$2.45K	Hold	132	–	–	﹤0.01%	920
2023 Q2	$3.34K	Hold	132	–	–	﹤0.01%	886
2023 Q1	$3.42K	Sell	132 -50	-27%	-$1.34K	﹤0.01%	890
2022 Q4	$4.3K	Hold	182	–	–	﹤0.01%	812
2022 Q3	$5K	Hold	182	–	–	﹤0.01%	859
2022 Q2	$6K	Sell	182 -50	-22%	-$2.12K	﹤0.01%	877
2022 Q1	$17K	Sell	232 -437	-65%	-$31.5K	﹤0.01%	777
2021 Q4	$61K	Sell	669 -1,888	-74%	-$226K	﹤0.01%	575
2021 Q3	$324K	Sell	2,557 -700	-21%	-$102K	0.01%	326
2021 Q2	$542K	Buy	3,257 +699	+27%	+$113K	0.01%	263
2021 Q1	$465K	Buy	2,558 +325	+15%	+$75.4K	0.01%	280
2020 Q4	$447K	Buy	2,233 +581	+35%	+$118K	0.01%	278
2020 Q3	$362K	Buy	1,652 +1,620	+5,063%	+$343K	0.01%	281
2020 Q2	$6K	Buy	+32	New	+$5.61K	﹤0.01%	786

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