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

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

Sumitomo Mitsui Trust Group

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return