Indie Asset Partners’s Teladoc Health TDOC Stock Holding History

Indie Asset Partners’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 Q4	–	Sell	-2,414	Closed	-$306K	–	136
2021 Q3	$306K	Sell	2,414 -2,090	-46%	-$304K	0.25%	84
2021 Q2	$749K	Sell	4,504 -1,473	-25%	-$239K	0.61%	31
2021 Q1	$1.09M	Sell	5,977 -1,127	-16%	-$261K	1.24%	15
2020 Q4	$1.42M	Sell	7,104 -1,208	-15%	-$246K	1.65%	13
2020 Q3	$1.82M	Buy	8,312 +1,120	+16%	+$237K	2.28%	11
2020 Q2	$1.39M	Buy	7,192 +214	+3%	+$37.5K	1.75%	13
2020 Q1	$1.08M	Buy	+6,978	New	+$812K	1.35%	17

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Indie Asset Partners's TDOC Position: Q4 2021 in Review

Indie Asset Partners sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 2,414 shares — an estimated $306K sold.

Indie Asset Partners first reported a position in TDOC in Q1 2020 and held it in 7 quarters. The position peaked at $1.82M in Q3 2020. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

Indie Asset Partners reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
Indie Asset Partners sold 2,414 Teladoc Health shares in Q4 2021, an estimated $306K.
Indie Asset Partners first reported a position in Teladoc Health in Q1 2020 and held it in 7 quarters.
Indie Asset Partners's Teladoc Health position peaked at $1.82M in Q3 2020.
729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Indie Asset Partners's 13F filing for Q4 2021, filed 11 Feb 2022.