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Kula Investments’s Teladoc Health TDOC Stock Holding History

Kula Investments’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
2023
Q1 		$1.46M Buy
56,241
+25,417
+82% +$680K 0.36% 45
2022
Q4 		$729K Buy
+30,824
New +$831K 0.21% 112

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kula Investments's TDOC Position: Q1 2023 in Review

Kula Investments increased its Teladoc Health (TDOC) stake by 82% in Q1 2023, buying an estimated $680K and bringing the position to 56,241 shares worth $1.46M. The position accounts for 0.36% of the portfolio, ranked #45.

Kula Investments first reported a position in TDOC in Q4 2022 and has held it in 2 quarters since. 429 funds tracked by Wall St. Rank hold TDOC as of Q1 2023.

  • Kula Investments held 56,241 shares of Teladoc Health worth $1.46M as of Q1 2023.
  • Kula Investments bought 25,417 Teladoc Health shares in Q1 2023, an estimated $680K.
  • Teladoc Health made up 0.36% of Kula Investments's portfolio in Q1 2023, its #45 holding.
  • Kula Investments first reported a position in Teladoc Health in Q4 2022 and has held it in 2 quarters since.
  • 429 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.