Tompkins Financial’s Teladoc Health TDOC Stock Holding History

Tompkins Financial’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	$26K	Sell	145 -99	-41%	-$23K	﹤0.01%	310
2020 Q4	$49K	Hold	244	–	–	0.01%	243
2020 Q3	$53K	Sell	244 -110	-31%	-$23.3K	0.01%	230
2020 Q2	$68K	Sell	354 -103	-23%	-$18.1K	0.01%	208
2020 Q1	$71K	Sell	457 -92	-17%	-$10.7K	0.02%	206
2019 Q4	$46K	Hold	549	–	–	0.01%	262
2019 Q3	$37K	Hold	549	–	–	0.01%	245
2019 Q2	$36K	Hold	549	–	–	0.01%	255
2019 Q1	$31K	Buy	+549	New	+$33.5K	0.01%	272

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

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

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DVF

Discovery Value Fund Singapore $39.8M AUM 27.89% 1-Year Est. Return

Tompkins Financial's TDOC Position: Q1 2021 in Review

Tompkins Financial reduced its Teladoc Health (TDOC) stake by 41% in Q1 2021, selling an estimated $23K and leaving 145 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Tompkins Financial first reported a position in TDOC in Q1 2019 and has held it in 9 quarters since. The position peaked at $71K in Q1 2020. 890 funds tracked by Wall St. Rank hold TDOC as of Q1 2021.

Tompkins Financial held 145 shares of Teladoc Health worth $26K as of Q1 2021.
Tompkins Financial sold 99 Teladoc Health shares in Q1 2021, an estimated $23K.
Teladoc Health made up ﹤0.01% of Tompkins Financial's portfolio in Q1 2021, its #310 holding.
Tompkins Financial first reported a position in Teladoc Health in Q1 2019 and has held it in 9 quarters since.
Tompkins Financial's Teladoc Health position peaked at $71K in Q1 2020.
890 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2021.

Based on Tompkins Financial's 13F filing for Q1 2021, filed 9 Jun 2021.