Nicholas Investment Partners’s Teladoc Health TDOC Stock Holding History

Nicholas Investment 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 Q1	–	Sell	-126,104	Closed	-$25.2M	–	208
2020 Q4	$25.2M	Buy	126,104 +32,704	+35%	+$6.65M	1.95%	4
2020 Q3	$20.5M	Buy	93,400 +77,169	+475%	+$16.3M	2.21%	5
2020 Q2	$3.1M	Sell	16,231 -47,593	-75%	-$8.34M	0.66%	60
2020 Q1	$9.89M	Sell	63,824 -15,919	-20%	-$1.85M	1.93%	4
2019 Q4	$6.68M	Sell	79,743 -69,885	-47%	-$5.32M	0.74%	34
2019 Q3	$10.1M	Sell	149,628 -489	-0.3%	-$32.2K	0.89%	26
2019 Q2	$9.97M	Buy	150,117 +62,873	+72%	+$3.66M	0.91%	23
2019 Q1	$4.85M	Sell	87,244 -43,428	-33%	-$2.65M	0.44%	73
2018 Q4	$6.48M	Sell	130,672 -19,651	-13%	-$1.2M	0.7%	39
2018 Q3	$13M	Sell	150,323 -2,034	-1%	-$145K	1.04%	10
2018 Q2	$8.84M	Buy	152,357 +7,857	+5%	+$384K	0.62%	24
2018 Q1	$5.82M	Sell	144,500 -3,605	-2%	-$136K	0.42%	61
2017 Q4	$5.16M	Sell	148,105 -12,557	-8%	-$417K	0.34%	82
2017 Q3	$5.33M	Sell	160,662 -11,334	-7%	-$372K	0.37%	77
2017 Q2	$5.97M	Sell	171,996 -46,023	-21%	-$1.34M	0.42%	56
2017 Q1	$5.45M	Buy	+218,019	New	+$4.54M	0.38%	75
2015 Q4	–	Sell	-84,014	Closed	-$1.87M	–	322
2015 Q3	$1.87M	Buy	+84,014	New	+$2.27M	0.13%	252

Other funds holding TDOC

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 $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

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

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

Capital World Investors

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

Sumitomo Mitsui Trust Group

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return