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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

West Oak Capital's TDOC Position: Q4 2023 in Review

West Oak Capital sold out of Teladoc Health (TDOC) in Q4 2023, closing a stake of 150 shares — an estimated $3K sold.

West Oak Capital first reported a position in TDOC in Q4 2020 and held it in 12 quarters. The position peaked at $40K in Q4 2020. 435 funds tracked by Wall St. Rank hold TDOC as of Q4 2023.

West Oak Capital reported no remaining Teladoc Health position as of Q4 2023 after selling out during the quarter.
West Oak Capital sold 150 Teladoc Health shares in Q4 2023, an estimated $3K.
West Oak Capital first reported a position in Teladoc Health in Q4 2020 and held it in 12 quarters.
West Oak Capital's Teladoc Health position peaked at $40K in Q4 2020.
435 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2023.

Based on West Oak Capital's 13F filing for Q4 2023, filed 18 Jan 2024.