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Nikulski Financial’s Teladoc Health TDOC Stock Holding History

Nikulski 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
Q4 		– Sell
-8,426
Closed -$214K – 127
2022
Q3 		$214K Sell
8,426
-65
-0.8% -$2.28K 0.11% 118
2022
Q2 		$282K Sell
8,491
-793
-9% -$33.7K 0.14% 105
2022
Q1 		$670K Sell
9,284
-452
-5% -$32.6K 0.28% 77
2021
Q4 		$894K Sell
9,736
-450
-4% -$53.8K 0.37% 68
2021
Q3 		$1.29M Buy
10,186
+65
+0.6% +$9.46K 0.6% 48
2021
Q2 		$1.55M Sell
10,121
-234
-2% -$37.9K 0.72% 38
2021
Q1 		$1.88M Sell
10,355
-170
-2% -$39.4K 0.97% 32
2020
Q4 		$2.1M Sell
10,525
-72
-0.7% -$14.6K 1.15% 26
2020
Q3 		$2.32M Buy
10,597
+150
+1% +$31.8K 1.47% 19
2020
Q2 		$1.99M Buy
10,447
+30
+0.3% +$5.26K 1.4% 22
2020
Q1 		$1.61M Sell
10,417
-185
-2% -$21.5K 1.41% 25
2019
Q4 		$1.1M Sell
10,602
-3
-0% -$228 0.79% 35
2019
Q3 		$715K Sell
10,605
-175
-2% -$11.5K 0.6% 41
2019
Q2 		$738K Sell
10,780
-1,515
-12% -$88.3K 0.62% 41
2019
Q1 		$684K Buy
12,295
+325
+3% +$19.8K 0.67% 38
2018
Q4 		$593K Buy
11,970
+534
+5% +$32.7K 0.62% 40
2018
Q3 		$793K Buy
+11,436
New +$815K 0.74% 38

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Nikulski Financial's TDOC Position: Q4 2022 in Review

Nikulski Financial sold out of Teladoc Health (TDOC) in Q4 2022, closing a stake of 8,426 shares — an estimated $214K sold.

Nikulski Financial first reported a position in TDOC in Q3 2018 and held it in 17 quarters. The position peaked at $2.32M in Q3 2020. 443 funds tracked by Wall St. Rank hold TDOC as of Q4 2022.

  • Nikulski Financial reported no remaining Teladoc Health position as of Q4 2022 after selling out during the quarter.
  • Nikulski Financial sold 8,426 Teladoc Health shares in Q4 2022, an estimated $214K.
  • Nikulski Financial first reported a position in Teladoc Health in Q3 2018 and held it in 17 quarters.
  • Nikulski Financial's Teladoc Health position peaked at $2.32M in Q3 2020.
  • 443 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2022.

Based on Nikulski Financial's 13F filing for Q4 2022, filed 25 Jan 2023.