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Waddell & Reed Financial’s Teladoc Health TDOC Stock Holding History

Waddell & Reed 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 		$104M Sell
572,623
-480,895
-46% -$112M 0.21% 140
2020
Q4 		$211M Sell
1,053,518
-9,397
-0.9% -$1.91M 0.44% 49
2020
Q3 		$233M Buy
1,062,915
+31,272
+3% +$6.62M 0.56% 38
2020
Q2 		$197M Sell
1,031,643
-658,613
-39% -$115M 0.51% 46
2020
Q1 		$262M Sell
1,690,256
-950,892
-36% -$111M 0.85% 19
2019
Q4 		$221M Sell
2,641,148
-264,420
-9% -$20.1M 0.55% 39
2019
Q3 		$197M Buy
2,905,568
+569,731
+24% +$37.5M 0.51% 46
2019
Q2 		$155M Buy
2,335,837
+572,388
+32% +$33.4M 0.38% 68
2019
Q1 		$98M Buy
1,763,449
+279,040
+19% +$17M 0.24% 119
2018
Q4 		$73.6M Buy
1,484,409
+149,168
+11% +$9.13M 0.21% 134
2018
Q3 		$115M Sell
1,335,241
-146,990
-10% -$10.5M 0.26% 113
2018
Q2 		$86M Sell
1,482,231
-327,140
-18% -$16M 0.2% 138
2018
Q1 		$72.9M Buy
1,809,371
+134,610
+8% +$5.08M 0.17% 147
2017
Q4 		$58.4M Buy
1,674,761
+261,530
+19% +$8.68M 0.13% 187
2017
Q3 		$46.8M Buy
1,413,231
+133,050
+10% +$4.36M 0.1% 227
2017
Q2 		$44.4M Buy
1,280,181
+340,581
+36% +$9.92M 0.1% 238
2017
Q1 		$23.5M Buy
+939,600
New +$19.5M 0.05% 326

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
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

Waddell & Reed Financial's TDOC Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Teladoc Health (TDOC) stake by 46% in Q1 2021, selling an estimated $112M and leaving 572,623 shares worth $104M. The position accounts for 0.21% of the portfolio, ranked #140.

Waddell & Reed Financial first reported a position in TDOC in Q1 2017 and has held it in 17 quarters since. The position peaked at $262M in Q1 2020. 890 funds tracked by Wall St. Rank hold TDOC as of Q1 2021.

  • Waddell & Reed Financial held 572,623 shares of Teladoc Health worth $104M as of Q1 2021.
  • Waddell & Reed Financial sold 480,895 Teladoc Health shares in Q1 2021, an estimated $112M.
  • Teladoc Health made up 0.21% of Waddell & Reed Financial's portfolio in Q1 2021, its #140 holding.
  • Waddell & Reed Financial first reported a position in Teladoc Health in Q1 2017 and has held it in 17 quarters since.
  • Waddell & Reed Financial's Teladoc Health position peaked at $262M in Q1 2020.
  • 890 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.