Sterling Investment Advisors (Pennsylvania)’s Teladoc Health TDOC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-3,419	Closed	-$247K	–	624
2022 Q1	$247K	Buy	3,419 +400	+13%	+$28.8K	0.07%	134
2021 Q4	$277K	Buy	3,019 +656	+28%	+$78.4K	0.08%	129
2021 Q3	$300K	Hold	2,363	–	–	0.09%	127
2021 Q2	$393K	Hold	2,363	–	–	0.12%	119
2021 Q1	$429K	Hold	2,363	–	–	0.14%	109
2020 Q4	$473K	Buy	2,363 +2,113	+845%	+$430K	0.16%	101
2020 Q3	$55K	Hold	250	–	–	0.02%	213
2020 Q2	$47K	Hold	250	–	–	0.02%	218
2020 Q1	$38K	Hold	250	–	–	0.02%	209
2019 Q4	$20K	Hold	250	–	–	0.01%	295
2019 Q3	$17K	Hold	250	–	–	0.01%	308
2019 Q2	$17K	Hold	250	–	–	0.01%	310
2019 Q1	$14K	Hold	250	–	–	0.01%	318
2018 Q4	$12K	Hold	250	–	–	0.01%	315
2018 Q3	$22K	Sell	250 -250	-50%	-$17.8K	0.01%	299
2018 Q2	$29K	Hold	500	–	–	0.02%	260
2018 Q1	$20K	Hold	500	–	–	0.01%	275
2017 Q4	$17K	Hold	500	–	–	0.01%	269
2017 Q3	$17K	Hold	500	–	–	0.01%	265
2017 Q2	$17K	Hold	500	–	–	0.01%	270
2017 Q1	$13K	Hold	500	–	–	0.01%	279
2016 Q4	$8K	Buy	+500	New	+$8.49K	0.01%	259

Other funds holding TDOC

AIM

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

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

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

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

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

Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s TDOC Position: Q2 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Teladoc Health (TDOC) in Q2 2022, closing a stake of 3,419 shares — an estimated $247K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in TDOC in Q4 2016 and held it in 22 quarters. The position peaked at $473K in Q4 2020. 551 funds tracked by Wall St. Rank hold TDOC as of Q2 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Teladoc Health position as of Q2 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 3,419 Teladoc Health shares in Q2 2022, an estimated $247K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Teladoc Health in Q4 2016 and held it in 22 quarters.
Sterling Investment Advisors (Pennsylvania)'s Teladoc Health position peaked at $473K in Q4 2020.
551 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2022, filed 5 Aug 2022.