Novare Capital Management’s Teladoc Health TDOC Stock Holding History

Novare Capital Management’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 Q3	–	Sell	-2,280	Closed	-$379K	–	160
2021 Q2	$379K	Buy	2,280 +389	+21%	+$63K	0.04%	117
2021 Q1	$344K	Buy	1,891 +321	+20%	+$74.5K	0.04%	115
2020 Q4	$314K	Buy	+1,570	New	+$319K	0.04%	112

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Novare Capital Management's TDOC Position: Q3 2021 in Review

Novare Capital Management sold out of Teladoc Health (TDOC) in Q3 2021, closing a stake of 2,280 shares — an estimated $379K sold.

Novare Capital Management first reported a position in TDOC in Q4 2020 and held it in 3 quarters. The position peaked at $379K in Q2 2021. 761 funds tracked by Wall St. Rank hold TDOC as of Q3 2021.

Novare Capital Management reported no remaining Teladoc Health position as of Q3 2021 after selling out during the quarter.
Novare Capital Management sold 2,280 Teladoc Health shares in Q3 2021, an estimated $379K.
Novare Capital Management first reported a position in Teladoc Health in Q4 2020 and held it in 3 quarters.
Novare Capital Management's Teladoc Health position peaked at $379K in Q2 2021.
761 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2021.

Based on Novare Capital Management's 13F filing for Q3 2021, filed 4 Nov 2021.