Homrich & Berg’s Teladoc Health TDOC Stock Holding History

Homrich & Berg’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	$234K	Sell	1,847 -5	-0.3%	-$728	0.01%	411
2021 Q2	$308K	Sell	1,852 -431	-19%	-$69.8K	0.01%	363
2021 Q1	$415K	Sell	2,283 -3,092	-58%	-$717K	0.01%	297
2020 Q4	$1.07M	Buy	5,375 +144	+3%	+$29.3K	0.03%	192
2020 Q3	$1.15M	Sell	5,231 -923	-15%	-$195K	0.04%	144
2020 Q2	$1.17M	Buy	6,154 +3	+0%	+$526	0.05%	122
2020 Q1	$953K	Buy	6,151 +35	+0.6%	+$4.07K	0.05%	128
2019 Q4	$512K	Hold	6,116	–	–	0.02%	224
2019 Q3	$414K	Hold	6,116	–	–	0.02%	239
2019 Q2	$406K	Hold	6,116	–	–	0.02%	249
2019 Q1	$340K	Sell	6,116 -359	-6%	-$21.9K	0.02%	252
2018 Q4	$321K	Hold	6,475	–	–	0.02%	240
2018 Q3	$559K	Hold	6,475	–	–	0.03%	183
2018 Q2	$376K	Buy	6,475 +92	+1%	+$4.49K	0.03%	228
2018 Q1	$257K	Buy	+6,383	New	+$241K	0.02%	280

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 $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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 $2.9T AUM 29.55% 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

Homrich & Berg's TDOC Position: Q3 2021 in Review

Homrich & Berg reduced its Teladoc Health (TDOC) stake by 0.27% in Q3 2021, selling an estimated $728 and leaving 1,847 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #411.

Homrich & Berg first reported a position in TDOC in Q1 2018 and has held it in 15 quarters since. The position peaked at $1.17M in Q2 2020. 760 funds tracked by Wall St. Rank hold TDOC as of Q3 2021.

Homrich & Berg held 1,847 shares of Teladoc Health worth $234K as of Q3 2021.
Homrich & Berg sold 5 Teladoc Health shares in Q3 2021, an estimated $728.
Teladoc Health made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #411 holding.
Homrich & Berg first reported a position in Teladoc Health in Q1 2018 and has held it in 15 quarters since.
Homrich & Berg's Teladoc Health position peaked at $1.17M in Q2 2020.
760 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.