Koss-Olinger Consulting’s Teladoc Health TDOC Stock Holding History

Koss-Olinger Consulting’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	-10,133	Closed	-$218K	–	277
2023 Q4	$218K	Hold	10,133	–	–	0.02%	289
2023 Q3	$188K	Buy	10,133 +1,006	+11%	+$23.5K	0.03%	254
2023 Q2	$231K	Buy	9,127 +40	+0.4%	+$1.01K	0.03%	226
2023 Q1	$235K	Buy	+9,087	New	+$243K	0.03%	213
2022 Q1	–	Sell	-2,337	Closed	-$215K	–	231
2021 Q4	$215K	Buy	+2,337	New	+$279K	0.03%	178
2021 Q3	–	Sell	-20,000	Closed	-$3.33M	–	273
2021 Q2	$3.33M	Buy	20,000 +12,500	+167%	+$2.03M	0.49%	23
2021 Q1	$1.36M	Buy	+7,500	New	+$1.74M	0.23%	47

Other funds holding TDOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NAMA

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Koss-Olinger Consulting's TDOC Position: Q1 2024 in Review

Koss-Olinger Consulting sold out of Teladoc Health (TDOC) in Q1 2024, closing a stake of 10,133 shares — an estimated $218K sold.

Koss-Olinger Consulting first reported a position in TDOC in Q1 2021 and held it in 7 quarters. The position peaked at $3.33M in Q2 2021. 426 funds tracked by Wall St. Rank hold TDOC as of Q1 2024.

Koss-Olinger Consulting reported no remaining Teladoc Health position as of Q1 2024 after selling out during the quarter.
Koss-Olinger Consulting sold 10,133 Teladoc Health shares in Q1 2024, an estimated $218K.
Koss-Olinger Consulting first reported a position in Teladoc Health in Q1 2021 and held it in 7 quarters.
Koss-Olinger Consulting's Teladoc Health position peaked at $3.33M in Q2 2021.
426 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2024.

Based on Koss-Olinger Consulting's 13F filing for Q1 2024, filed 18 Apr 2024.