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Winfield Associates’s Teladoc Health TDOC Stock Holding History

Winfield Associates’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
Q4 		– Sell
-2,417
Closed -$306K – 159
2021
Q3 		$306K Buy
2,417
+10
+0.4% +$1.46K 0.11% 125
2021
Q2 		$400K Sell
2,407
-25
-1% -$4.05K 0.15% 113
2021
Q1 		$442K Buy
2,432
+600
+33% +$139K 0.18% 103
2020
Q4 		$366K Buy
+1,832
New +$373K 0.15% 99

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Winfield Associates's TDOC Position: Q4 2021 in Review

Winfield Associates sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 2,417 shares — an estimated $306K sold.

Winfield Associates first reported a position in TDOC in Q4 2020 and held it in 4 quarters. The position peaked at $442K in Q1 2021. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • Winfield Associates reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
  • Winfield Associates sold 2,417 Teladoc Health shares in Q4 2021, an estimated $306K.
  • Winfield Associates first reported a position in Teladoc Health in Q4 2020 and held it in 4 quarters.
  • Winfield Associates's Teladoc Health position peaked at $442K in Q1 2021.
  • 729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Winfield Associates's 13F filing for Q4 2021, filed 10 Feb 2022.