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Shepherd Financial Partners’s Teladoc Health TDOC Stock Holding History

Shepherd Financial Partners’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
2022
Q2 		– Sell
-4,040
Closed -$294K – 170
2022
Q1 		$294K Sell
4,040
-8,934
-69% -$644K 0.05% 142
2021
Q4 		$1.19M Sell
12,974
-250
-2% -$29.9K 0.21% 83
2021
Q3 		$1.67M Buy
13,224
+1,809
+16% +$263K 0.32% 62
2021
Q2 		$1.9M Sell
11,415
-257
-2% -$41.6K 0.36% 58
2021
Q1 		$2.12M Buy
11,672
+172
+1% +$39.9K 0.47% 39
2020
Q4 		$2.3M Buy
11,500
+811
+8% +$165K 0.53% 37
2020
Q3 		$2.34M Buy
10,689
+381
+4% +$80.7K 0.55% 28
2020
Q2 		$1.97M Sell
10,308
-1,398
-12% -$245K 0.53% 27
2020
Q1 		$1.82M Sell
11,706
-2,312
-16% -$269K 0.63% 25
2019
Q4 		$1.18M Sell
14,018
-112
-0.8% -$8.52K 0.27% 62
2019
Q3 		$956K Hold
14,130
– – 0.24% 61
2019
Q2 		$938K Buy
+14,130
New +$824K 0.18% 64

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return

Shepherd Financial Partners's TDOC Position: Q2 2022 in Review

Shepherd Financial Partners sold out of Teladoc Health (TDOC) in Q2 2022, closing a stake of 4,040 shares — an estimated $294K sold.

Shepherd Financial Partners first reported a position in TDOC in Q2 2019 and held it in 12 quarters. The position peaked at $2.34M in Q3 2020. 551 funds tracked by Wall St. Rank hold TDOC as of Q2 2022.

  • Shepherd Financial Partners reported no remaining Teladoc Health position as of Q2 2022 after selling out during the quarter.
  • Shepherd Financial Partners sold 4,040 Teladoc Health shares in Q2 2022, an estimated $294K.
  • Shepherd Financial Partners first reported a position in Teladoc Health in Q2 2019 and held it in 12 quarters.
  • Shepherd Financial Partners's Teladoc Health position peaked at $2.34M in Q3 2020.
  • 551 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2022.

Based on Shepherd Financial Partners's 13F filing for Q2 2022, filed 15 Aug 2022.