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Oak Ridge Investments’s Teladoc Health TDOC Stock Holding History

Oak Ridge Investments’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
Q4 		– Sell
-3,235
Closed -$410K – 179
2021
Q3 		$410K Sell
3,235
-24
-0.7% -$3.49K 0.04% 168
2021
Q2 		$542K Buy
3,259
+43
+1% +$6.97K 0.05% 163
2021
Q1 		$585K Sell
3,216
-206
-6% -$47.8K 0.05% 161
2020
Q4 		$684K Sell
3,422
-104
-3% -$21.1K 0.06% 157
2020
Q3 		$773K Buy
3,526
+1,391
+65% +$295K 0.06% 150
2020
Q2 		$407K Buy
+2,135
New +$374K 0.03% 168

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Oak Ridge Investments's TDOC Position: Q4 2021 in Review

Oak Ridge Investments sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 3,235 shares — an estimated $410K sold.

Oak Ridge Investments first reported a position in TDOC in Q2 2020 and held it in 6 quarters. The position peaked at $773K in Q3 2020. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • Oak Ridge Investments reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
  • Oak Ridge Investments sold 3,235 Teladoc Health shares in Q4 2021, an estimated $410K.
  • Oak Ridge Investments first reported a position in Teladoc Health in Q2 2020 and held it in 6 quarters.
  • Oak Ridge Investments's Teladoc Health position peaked at $773K in Q3 2020.
  • 729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Oak Ridge Investments's 13F filing for Q4 2021, filed 1 Feb 2022.