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Summit Securities Group’s Teladoc Health TDOC Stock Holding History

Summit Securities 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
2021
Q1 		– Sell
-150
Closed -$3M – 765
2020
Q4 		$3M Buy
+150
New +$30.5K 0.25% 103

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 Securities Group's TDOC Position: Q1 2021 in Review

Summit Securities Group sold out of Teladoc Health (TDOC) in Q1 2021, closing a stake of 1,300 shares — an estimated $260K sold.

Summit Securities Group first reported a position in TDOC in Q4 2019 and held it in 3 quarters. The position peaked at $1.55M in Q1 2020. 889 funds tracked by Wall St. Rank hold TDOC as of Q1 2021.

  • Summit Securities Group reported no remaining Teladoc Health position as of Q1 2021 after selling out during the quarter.
  • Summit Securities Group sold 1,300 Teladoc Health shares in Q1 2021, an estimated $260K.
  • Summit Securities Group first reported a position in Teladoc Health in Q4 2019 and held it in 3 quarters.
  • Summit Securities Group's Teladoc Health position peaked at $1.55M in Q1 2020.
  • 889 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2021.

Based on Summit Securities Group's 13F filing for Q1 2021, filed 14 Apr 2021.