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Summit Global Investments’s Teladoc Health TDOC Stock Holding History

Summit Global Investments’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
2021
Q1 		– Sell
-33,597
Closed -$6.72M – 572
2020
Q4 		$6.72M Sell
33,597
-3,733
-10% -$759K 0.67% 35
2020
Q3 		$8.18M Buy
37,330
+21,792
+140% +$4.61M 0.85% 37
2020
Q2 		$2.96M Buy
15,538
+9,338
+151% +$1.64M 0.34% 53
2020
Q1 		$961K Buy
+6,200
New +$721K 0.14% 85

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 $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DVF
Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return

Summit Global Investments's TDOC Position: Q1 2021 in Review

Summit Global Investments sold out of Teladoc Health (TDOC) in Q1 2021, closing a stake of 33,597 shares — an estimated $6.72M sold.

Summit Global Investments first reported a position in TDOC in Q1 2020 and held it in 4 quarters. The position peaked at $8.18M in Q3 2020. 889 funds tracked by Wall St. Rank hold TDOC as of Q1 2021.

  • Summit Global Investments reported no remaining Teladoc Health position as of Q1 2021 after selling out during the quarter.
  • Summit Global Investments sold 33,597 Teladoc Health shares in Q1 2021, an estimated $6.72M.
  • Summit Global Investments first reported a position in Teladoc Health in Q1 2020 and held it in 4 quarters.
  • Summit Global Investments's Teladoc Health position peaked at $8.18M in Q3 2020.
  • 889 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2021.

Based on Summit Global Investments's 13F filing for Q1 2021, filed 27 Jan 2022.