WOC
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West Oak Capital’s Teladoc Health TDOC Stock Holding History

West Oak Capital’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
2023
Q4 		– Sell
-150
Closed -$3K – 321
2023
Q3 		$3K Hold
150
– – ﹤0.01% 280
2023
Q2 		$3.8K Hold
150
– – ﹤0.01% 283
2023
Q1 		$3.88K Buy
150
+60
+67% +$1.61K ﹤0.01% 282
2022
Q4 		$2K Sell
90
-60
-40% -$1.62K ﹤0.01% 264
2022
Q3 		$4K Hold
150
– – ﹤0.01% 290
2022
Q2 		$5K Hold
150
– – ﹤0.01% 276
2022
Q1 		$11K Hold
150
– – 0.01% 259
2021
Q4 		$14K Sell
150
-90
-38% -$10.8K 0.01% 251
2021
Q3 		$30K Buy
240
+38
+19% +$5.53K 0.01% 217
2021
Q2 		$34K Hold
202
– – 0.01% 208
2021
Q1 		$37K Hold
202
– – 0.02% 198
2020
Q4 		$40K Buy
+202
New +$41.1K 0.02% 188

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BlackRock
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Sumitomo Mitsui Trust Group
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NAMA
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Morgan Stanley
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return