Paul John Balson’s Teladoc Health TDOC Stock Holding History

Paul John Balson’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
2020 Q4	$1.1M	Buy	5,499 +1,858	+51%	+$378K	0.23%	35
2020 Q3	$798K	Buy	3,641 +50	+1%	+$10.6K	0.2%	34
2020 Q2	$685K	Buy	3,591 +230	+7%	+$40.3K	0.26%	34
2020 Q1	$521K	Buy	+3,361	New	+$391K	0.28%	34

Other funds holding TDOC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

AIM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

NAMA

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

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

Paul John Balson's TDOC Position: Q4 2020 in Review

Paul John Balson increased its Teladoc Health (TDOC) stake by 51% in Q4 2020, buying an estimated $378K and bringing the position to 5,499 shares worth $1.1M. The position accounts for 0.23% of the portfolio, ranked #35.

Paul John Balson first reported a position in TDOC in Q1 2020 and has held it in 4 quarters since. 900 funds tracked by Wall St. Rank hold TDOC as of Q4 2020.

Paul John Balson held 5,499 shares of Teladoc Health worth $1.1M as of Q4 2020.
Paul John Balson bought 1,858 Teladoc Health shares in Q4 2020, an estimated $378K.
Teladoc Health made up 0.23% of Paul John Balson's portfolio in Q4 2020, its #35 holding.
Paul John Balson first reported a position in Teladoc Health in Q1 2020 and has held it in 4 quarters since.
900 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.