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Steward Financial Group’s Teladoc Health TDOC Stock Holding History

Steward Financial Group’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
Q3 		$1K Buy
+80
New +$1.87K ﹤0.01% 1260
2023
Q2 		– Sell
-33
Closed – – 953
2023
Q1 		$0 Buy
33
+13
+65% +$348 ﹤0.01% 906
2022
Q4 		$0 Buy
+20
New +$539 ﹤0.01% 800
2022
Q3 		– Sell
-23
Closed – – 1178
2022
Q2 		$0 Buy
+23
New +$977 ﹤0.01% 1359

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Steward Financial Group's TDOC Position: Q3 2023 in Review

Steward Financial Group opened a new position in Teladoc Health (TDOC) in Q3 2023: 80 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1260 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TDOC as recently as Q1 2023.

Steward Financial Group first reported a position in TDOC in Q2 2022 and has held it in 4 quarters since. 436 funds tracked by Wall St. Rank hold TDOC as of Q3 2023.

  • Steward Financial Group held 80 shares of Teladoc Health worth $1K as of Q3 2023.
  • Teladoc Health was a new Steward Financial Group position in Q3 2023.
  • Teladoc Health made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1260 holding.
  • Steward Financial Group first reported a position in Teladoc Health in Q2 2022 and has held it in 4 quarters since.
  • 436 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.