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	–	654
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lee, Danner & Bass's TDOC Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Teladoc Health (TDOC) in Q1 2025, closing a stake of 1,852 shares — an estimated $16.8K sold.

Lee, Danner & Bass first reported a position in TDOC in Q3 2018 and held it in 9 quarters. The position peaked at $519K in Q3 2020. 384 funds tracked by Wall St. Rank hold TDOC as of Q1 2025.

Lee, Danner & Bass reported no remaining Teladoc Health position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 1,852 Teladoc Health shares in Q1 2025, an estimated $16.8K.
Lee, Danner & Bass first reported a position in Teladoc Health in Q3 2018 and held it in 9 quarters.
Lee, Danner & Bass's Teladoc Health position peaked at $519K in Q3 2020.
384 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.