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	–	777
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	–	727
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 $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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SOMRS

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sugarloaf Wealth Management's TDOC Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Teladoc Health (TDOC) in Q4 2022, closing a stake of 100 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in TDOC in Q4 2019 and held it in 6 quarters. The position peaked at $20K in Q4 2020. 443 funds tracked by Wall St. Rank hold TDOC as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Teladoc Health position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 100 Teladoc Health shares in Q4 2022, an estimated $3K.
Sugarloaf Wealth Management first reported a position in Teladoc Health in Q4 2019 and held it in 6 quarters.
Sugarloaf Wealth Management's Teladoc Health position peaked at $20K in Q4 2020.
443 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.