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Lee, Danner & Bass’s Teladoc Health TDOC Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-1,852
Closed -$16.8K – 657
2024
Q4 		$16.8K Buy
+1,852
New +$17.9K ﹤0.01% 486
2021
Q4 		– Sell
-1,852
Closed -$235K – 202
2021
Q3 		$235K Sell
1,852
-75
-4% -$10.9K 0.02% 186
2021
Q2 		$320K Sell
1,927
-125
-6% -$20.3K 0.03% 171
2021
Q1 		$373K Hold
2,052
– – 0.04% 158
2020
Q4 		$410K Sell
2,052
-315
-13% -$64.1K 0.04% 151
2020
Q3 		$519K Hold
2,367
– – 0.06% 135
2020
Q2 		$452K Hold
2,367
– – 0.06% 135
2020
Q1 		$367K Buy
+2,367
New +$275K 0.05% 139
2018
Q4 		– Sell
-2,367
Closed -$204K – 175
2018
Q3 		$204K Buy
+2,367
New +$169K 0.02% 172

Other funds holding TDOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return