Institutional & Family Asset Management’s Teladoc Health TDOC Stock Holding History

Institutional & Family Asset 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
2020 Q4	–	Sell	-37	Closed	-$8K	–	931
2020 Q3	$8K	Buy	37 +20	+118%	+$4.24K	﹤0.01%	528
2020 Q2	$3K	Sell	17 -18	-51%	-$3.15K	﹤0.01%	658
2020 Q1	$5K	Hold	35	–	–	﹤0.01%	541
2019 Q4	$3K	Hold	35	–	–	﹤0.01%	683
2019 Q3	$2K	Hold	35	–	–	﹤0.01%	731
2019 Q2	$2K	Hold	35	–	–	﹤0.01%	745
2019 Q1	$2K	Hold	35	–	–	﹤0.01%	739
2018 Q4	$2K	Sell	35 -23	-40%	-$1.41K	﹤0.01%	715
2018 Q3	$5K	Sell	58 -25	-30%	-$1.78K	﹤0.01%	625
2018 Q2	$5K	Hold	83	–	–	﹤0.01%	624
2018 Q1	$3K	Buy	+83	New	+$3.13K	﹤0.01%	685

Other funds holding TDOC

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

GCGM

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

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Institutional & Family Asset Management's TDOC Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of Teladoc Health (TDOC) in Q4 2020, closing a stake of 37 shares — an estimated $8K sold.

Institutional & Family Asset Management first reported a position in TDOC in Q1 2018 and held it in 11 quarters. The position peaked at $8K in Q3 2020. 901 funds tracked by Wall St. Rank hold TDOC as of Q4 2020.

Institutional & Family Asset Management reported no remaining Teladoc Health position as of Q4 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 37 Teladoc Health shares in Q4 2020, an estimated $8K.
Institutional & Family Asset Management first reported a position in Teladoc Health in Q1 2018 and held it in 11 quarters.
Institutional & Family Asset Management's Teladoc Health position peaked at $8K in Q3 2020.
901 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2020.

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.