Shelton Capital Management’s Teladoc Health TDOC Stock Holding History

Shelton Capital Management’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
2023 Q4	–	Sell	-38,840	Closed	-$722K	–	771
2023 Q3	$722K	Hold	38,840	–	–	0.03%	281
2023 Q2	$983K	Hold	38,840	–	–	0.04%	271
2023 Q1	$1.01M	Hold	38,840	–	–	0.04%	241
2022 Q4	$919K	Hold	38,840	–	–	0.1%	215
2022 Q3	$985K	Hold	38,840	–	–	0.05%	244
2022 Q2	$1.29M	Hold	38,840	–	–	0.06%	238
2022 Q1	$2.8M	Sell	38,840 -100	-0.3%	-$7.2K	0.1%	201
2021 Q4	$3.58M	Hold	38,940	–	–	0.13%	173
2021 Q3	$4.94M	Hold	38,940	–	–	0.19%	115
2021 Q2	$6.47M	Hold	38,940	–	–	0.24%	90
2021 Q1	$7.08M	Buy	+38,940	New	+$9.03M	0.25%	91

Other funds holding TDOC

AIM

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Shelton Capital Management's TDOC Position: Q4 2023 in Review

Shelton Capital Management sold out of Teladoc Health (TDOC) in Q4 2023, closing a stake of 38,840 shares — an estimated $722K sold.

Shelton Capital Management first reported a position in TDOC in Q1 2021 and held it in 11 quarters. The position peaked at $7.08M in Q1 2021. 435 funds tracked by Wall St. Rank hold TDOC as of Q4 2023.

Shelton Capital Management reported no remaining Teladoc Health position as of Q4 2023 after selling out during the quarter.
Shelton Capital Management sold 38,840 Teladoc Health shares in Q4 2023, an estimated $722K.
Shelton Capital Management first reported a position in Teladoc Health in Q1 2021 and held it in 11 quarters.
Shelton Capital Management's Teladoc Health position peaked at $7.08M in Q1 2021.
435 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2023.

Based on Shelton Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.