Legacy Capital Partners’s Teladoc Health TDOC Stock Holding History

Legacy Capital Partners’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
2021 Q2	–	Sell	-5,598	Closed	-$1.02M	–	146
2021 Q1	$1.02M	Sell	5,598 -4,240	-43%	-$983K	0.38%	68
2020 Q4	$1.97M	Sell	9,838 -492	-5%	-$100K	0.77%	46
2020 Q3	$2.27M	Sell	10,330 -320	-3%	-$67.8K	0.92%	36
2020 Q2	$2.03M	Sell	10,650 -3,395	-24%	-$595K	0.87%	40
2020 Q1	$2.18M	Sell	14,045 -360	-2%	-$41.9K	1.08%	31
2019 Q4	$1.21M	Buy	14,405 +100	+0.7%	+$7.61K	0.49%	62
2019 Q3	$969K	Sell	14,305 -565	-4%	-$37.2K	0.42%	65
2019 Q2	$988K	Hold	14,870	–	–	0.44%	67
2019 Q1	$827K	Sell	14,870 -9,730	-40%	-$594K	0.39%	67
2018 Q4	$1.22M	Sell	24,600 -1,460	-6%	-$89.3K	0.65%	53
2018 Q3	$2.24M	Sell	26,060 -3,633	-12%	-$259K	1.03%	37
2018 Q2	$1.72M	Buy	29,693 +242	+0.8%	+$11.8K	0.84%	43
2018 Q1	$1.19M	Buy	29,451 +11,760	+66%	+$444K	0.6%	55
2017 Q4	$617K	Buy	+17,691	New	+$587K	0.31%	69

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Legacy Capital Partners's TDOC Position: Q2 2021 in Review

Legacy Capital Partners sold out of Teladoc Health (TDOC) in Q2 2021, closing a stake of 5,598 shares — an estimated $1.02M sold.

Legacy Capital Partners first reported a position in TDOC in Q4 2017 and held it in 14 quarters. The position peaked at $2.27M in Q3 2020. 828 funds tracked by Wall St. Rank hold TDOC as of Q2 2021.

Legacy Capital Partners reported no remaining Teladoc Health position as of Q2 2021 after selling out during the quarter.
Legacy Capital Partners sold 5,598 Teladoc Health shares in Q2 2021, an estimated $1.02M.
Legacy Capital Partners first reported a position in Teladoc Health in Q4 2017 and held it in 14 quarters.
Legacy Capital Partners's Teladoc Health position peaked at $2.27M in Q3 2020.
828 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2021.

Based on Legacy Capital Partners's 13F filing for Q2 2021, filed 13 Jul 2021.