Oakworth Capital’s Teladoc Health TDOC Stock Holding History

Oakworth Capital’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
2024 Q1	–	Sell	-23	Closed	-$496	–	703
2023 Q4	$496	Hold	23	–	–	﹤0.01%	667
2023 Q3	$428	Hold	23	–	–	﹤0.01%	585
2023 Q2	$582	Hold	23	–	–	﹤0.01%	613
2023 Q1	$596	Hold	23	–	–	﹤0.01%	571
2022 Q4	$544	Sell	23 -68	-75%	-$1.83K	﹤0.01%	557
2022 Q3	$2K	Hold	91	–	–	﹤0.01%	537
2022 Q2	$3K	Hold	91	–	–	﹤0.01%	515
2022 Q1	$7K	Hold	91	–	–	﹤0.01%	476
2021 Q4	$8K	Sell	91 -45	-33%	-$5.38K	﹤0.01%	505
2021 Q3	$17K	Hold	136	–	–	﹤0.01%	428
2021 Q2	$23K	Hold	136	–	–	﹤0.01%	401
2021 Q1	$25K	Hold	136	–	–	﹤0.01%	378
2020 Q4	$27K	Hold	136	–	–	﹤0.01%	343
2020 Q3	$30K	Hold	136	–	–	﹤0.01%	336
2020 Q2	$26K	Hold	136	–	–	﹤0.01%	334
2020 Q1	$21K	Buy	+136	New	+$15.8K	﹤0.01%	319

Other funds holding TDOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Oakworth Capital's TDOC Position: Q1 2024 in Review

Oakworth Capital sold out of Teladoc Health (TDOC) in Q1 2024, closing a stake of 23 shares — an estimated $496 sold.

Oakworth Capital first reported a position in TDOC in Q1 2020 and held it in 16 quarters. The position peaked at $30K in Q3 2020. 426 funds tracked by Wall St. Rank hold TDOC as of Q1 2024.

Oakworth Capital reported no remaining Teladoc Health position as of Q1 2024 after selling out during the quarter.
Oakworth Capital sold 23 Teladoc Health shares in Q1 2024, an estimated $496.
Oakworth Capital first reported a position in Teladoc Health in Q1 2020 and held it in 16 quarters.
Oakworth Capital's Teladoc Health position peaked at $30K in Q3 2020.
426 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2024.

Based on Oakworth Capital's 13F filing for Q1 2024, filed 22 Apr 2024.