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Security National Trust’s Teladoc Health TDOC Stock Holding History

Security National Trust’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 		$8K Hold
50
– – ﹤0.01% 355
2021
Q2 		$8K Hold
50
– – ﹤0.01% 366
2021
Q1 		$9K Hold
50
– – ﹤0.01% 360
2020
Q4 		$10K Hold
50
– – ﹤0.01% 357
2020
Q3 		$11K Buy
+50
New +$10.6K ﹤0.01% 344

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
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

Security National Trust's TDOC Position: Q3 2021 in Review

Security National Trust held its Teladoc Health (TDOC) position steady in Q3 2021 at 50 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Security National Trust first reported a position in TDOC in Q3 2020 and has held it in 5 quarters since. The position peaked at $11K in Q3 2020. 761 funds tracked by Wall St. Rank hold TDOC as of Q3 2021.

  • Security National Trust held 50 shares of Teladoc Health worth $8K as of Q3 2021.
  • Security National Trust left its Teladoc Health share count unchanged in Q3 2021.
  • Teladoc Health made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #355 holding.
  • Security National Trust first reported a position in Teladoc Health in Q3 2020 and has held it in 5 quarters since.
  • Security National Trust's Teladoc Health position peaked at $11K in Q3 2020.
  • 761 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.