Lee Financial’s Teladoc Health TDOC Stock Holding History

Lee Financial’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
2022 Q3	–	Sell	-4	Closed	–	–	1009
2022 Q2	$0	Buy	+4	New	+$170	﹤0.01%	996
2020 Q4	–	Sell	-230	Closed	-$50K	–	541
2020 Q3	$50K	Buy	+230	New	+$48.7K	0.01%	234

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lee Financial's TDOC Position: Q3 2022 in Review

Lee Financial sold out of Teladoc Health (TDOC) in Q3 2022, closing a stake of 4 shares.

Lee Financial first reported a position in TDOC in Q3 2020 and held it in 2 quarters. The position peaked at $50K in Q3 2020. 482 funds tracked by Wall St. Rank hold TDOC as of Q3 2022.

Lee Financial reported no remaining Teladoc Health position as of Q3 2022 after selling out during the quarter.
Lee Financial sold 4 Teladoc Health shares in Q3 2022.
Lee Financial first reported a position in Teladoc Health in Q3 2020 and held it in 2 quarters.
Lee Financial's Teladoc Health position peaked at $50K in Q3 2020.
482 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.