SWM
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Sugarloaf Wealth Management’s Teladoc Health TDOC Stock Holding History

Sugarloaf Wealth 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
2022
Q4 		– Sell
-100
Closed -$3K – 858
2022
Q3 		$3K Hold
100
– – ﹤0.01% 689
2022
Q2 		$3K Buy
+100
New +$4.25K ﹤0.01% 678
2022
Q1 		– Hold
0
– – – 534
2021
Q4 		– Sell
-121
Closed -$15K – 786
2021
Q3 		$15K Buy
+121
New +$17.6K ﹤0.01% 480
2021
Q1 		– Sell
-100
Closed -$20K – 785
2020
Q4 		$20K Buy
+100
New +$20.3K 0.01% 385
2020
Q2 		– Sell
-100
Closed -$16K – 728
2020
Q1 		$16K Hold
100
– – 0.01% 372
2019
Q4 		$8K Buy
+100
New +$7.61K ﹤0.01% 491

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return