Burleson & Co’s Tesla TSLA Stock Holding History

Burleson & Co’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-25,000	Closed	-$217K	–	458
2022 Q3	$217K	Buy	+25,000	New	+$6.98M	0.05%	127

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burleson & Co's TSLA Position: Q4 2022 in Review

Burleson & Co reduced its Tesla (TSLA) stake by 7.3% in Q4 2022, selling an estimated $1.79M and leaving 119,590 shares worth $14.7M. The position accounts for 3.68% of the portfolio, ranked #4.

Burleson & Co first reported a position in TSLA in Q1 2020 and has held it in 12 quarters since. The position peaked at $44.4M in Q4 2021. 2,483 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

Burleson & Co held 119,590 shares of Tesla worth $14.7M as of Q4 2022.
Burleson & Co sold 9,446 Tesla shares in Q4 2022, an estimated $1.79M.
Tesla made up 3.68% of Burleson & Co's portfolio in Q4 2022, its #4 holding.
Burleson & Co first reported a position in Tesla in Q1 2020 and has held it in 12 quarters since.
Burleson & Co's Tesla position peaked at $44.4M in Q4 2021.
2,483 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.