Aperio Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $326M | Buy |
1,387,521
+246,735
| +22% | +$42.1M | 0.97% | 9 |
|
|
2020
Q3 | $163M | Buy |
1,140,786
+64,521
| +6% | +$7.62M | 0.55% | 30 |
|
|
2020
Q2 | $77.5M | Buy |
1,076,265
+117,420
| +12% | +$6.35M | 0.29% | 58 |
|
|
2020
Q1 | $33.5M | Buy |
958,845
+44,025
| +5% | +$1.83M | 0.15% | 142 |
|
|
2019
Q4 | $25.5M | Buy |
914,820
+62,385
| +7% | +$1.35M | 0.09% | 240 |
|
|
2019
Q3 | $13.7M | Buy |
852,435
+58,290
| +7% | +$913K | 0.05% | 384 |
|
|
2019
Q2 | $11.8M | Buy |
794,145
+165,810
| +26% | +$2.58M | 0.05% | 421 |
|
|
2019
Q1 | $11.7M | Sell |
628,335
-121,320
| -16% | -$2.44M | 0.05% | 405 |
|
|
2018
Q4 | $16.6M | Buy |
749,655
+137,640
| +22% | +$2.96M | 0.08% | 270 |
|
|
2018
Q3 | $10.8M | Buy |
612,015
+54,825
| +10% | +$1.14M | 0.05% | 416 |
|
|
2018
Q2 | $12.7M | Buy |
557,190
+10,785
| +2% | +$219K | 0.06% | 359 |
|
|
2018
Q1 | $9.69M | Buy |
546,405
+76,380
| +16% | +$1.68M | 0.05% | 429 |
|
|
2017
Q4 | $9.76M | Sell |
470,025
-10,350
| -2% | -$225K | 0.05% | 423 |
|
|
2017
Q3 | $10.9M | Buy |
480,375
+37,335
| +8% | +$861K | 0.06% | 368 |
|
|
2017
Q2 | $10.7M | Buy |
443,040
+64,110
| +17% | +$1.41M | 0.07% | 358 |
|
|
2017
Q1 | $7.03M | Buy |
378,930
+48,330
| +15% | +$818K | 0.05% | 436 |
|
|
2016
Q4 | $4.71M | Sell |
330,600
-28,830
| -8% | -$379K | 0.04% | 525 |
|
|
2016
Q3 | $4.89M | Sell |
359,430
-5,895
| -2% | -$85.1K | 0.04% | 545 |
|
|
2016
Q2 | $5.17M | Buy |
365,325
+42,735
| +13% | +$648K | 0.04% | 494 |
|
|
2016
Q1 | $4.94M | Buy |
322,590
+60,600
| +23% | +$797K | 0.04% | 484 |
|
|
2015
Q4 | $4.19M | Sell |
261,990
-44,640
| -15% | -$668K | 0.04% | 513 |
|
|
2015
Q3 | $5.08M | Buy |
306,630
+71,535
| +30% | +$1.22M | 0.05% | 420 |
|
|
2015
Q2 | $4.2M | Buy |
235,095
+41,745
| +22% | +$660K | 0.04% | 471 |
|
|
2015
Q1 | $2.43M | Sell |
193,350
-22,485
| -10% | -$304K | 0.03% | 608 |
|
|
2014
Q4 | $3.2M | Buy |
215,835
+8,835
| +4% | +$138K | 0.04% | 504 |
|
|
2014
Q3 | $3.35M | Buy |
207,000
+28,845
| +16% | +$476K | 0.05% | 464 |
|
|
2014
Q2 | $2.85M | Buy |
178,155
+3,330
| +2% | +$46.4K | 0.04% | 493 |
|
|
2014
Q1 | $2.43M | Buy |
+174,825
| New | +$2.34M | 0.03% | 632 |
|
|
2013
Q4 | – | Sell |
-111,360
| Closed | -$1.14M | – | 789 |
|
|
2013
Q3 | $1.44M | Buy |
111,360
+17,235
| +18% | +$171K | 0.03% | 699 |
|
|
2013
Q2 | $674K | Buy |
+94,125
| New | +$472K | 0.02% | 912 |
|
Other funds holding TSLA
Aperio Group's TSLA Position: Q4 2020 in Review
Aperio Group increased its Tesla (TSLA) stake by 22% in Q4 2020, buying an estimated $42.1M and bringing the position to 1,387,521 shares worth $326M. The position accounts for 0.97% of the portfolio, ranked #9.
Aperio Group first reported a position in TSLA in Q2 2013 and has held it in 30 quarters since. 2,122 funds tracked by Wall St. Rank hold TSLA as of Q4 2020.
- Aperio Group held 1,387,521 shares of Tesla worth $326M as of Q4 2020.
- Aperio Group bought 246,735 Tesla shares in Q4 2020, an estimated $42.1M.
- Tesla made up 0.97% of Aperio Group's portfolio in Q4 2020, its #9 holding.
- Aperio Group first reported a position in Tesla in Q2 2013 and has held it in 30 quarters since.
- 2,122 funds tracked by Wall St. Rank held Tesla as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.