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Carmichael Hill & Associates’s Tesla TSLA Stock Holding History

Carmichael Hill & Associates’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
2024
Q3 		$1.57M Sell
6,009
-36
-0.6% -$8.21K 0.56% 39
2024
Q2 		$1.2M Buy
6,045
+13
+0.2% +$2.27K 0.47% 49
2024
Q1 		$1.06M Sell
6,032
-53
-0.9% -$10.4K 0.42% 56
2023
Q4 		$1.51M Sell
6,085
-67
-1% -$15.9K 0.63% 35
2023
Q3 		$1.54M Sell
6,152
-6
-0.1% -$1.54K 0.71% 31
2023
Q2 		$1.61M Buy
6,158
+25
+0.4% +$5K 0.72% 30
2023
Q1 		$1.27M Sell
6,133
-66
-1% -$11.5K 0.61% 41
2022
Q4 		$764K Sell
6,199
-59
-0.9% -$11.2K 0.39% 60
2022
Q3 		$1.66M Sell
6,258
-33
-0.5% -$9.22K 0.89% 27
2022
Q2 		$1.41M Buy
6,291
+42
+0.7% +$11.5K 0.74% 31
2022
Q1 		$2.25M Buy
6,249
+78
+1% +$24.3K 1.03% 21
2021
Q4 		$2.17M Buy
6,171
+5,088
+470% +$1.71M 0.98% 22
2021
Q3 		$280K Sell
1,083
-72
-6% -$16.9K 0.14% 133
2021
Q2 		$262K Buy
1,155
+48
+4% +$10.4K 0.13% 134
2021
Q1 		$246K Buy
1,107
+36
+3% +$9.04K 0.14% 134
2020
Q4 		$252K Buy
1,071
+108
+11% +$18.4K 0.15% 121
2020
Q3 		$138K Buy
963
+93
+11% +$11K 0.09% 175
2020
Q2 		$63K Sell
870
-600
-41% -$32.5K 0.05% 251
2020
Q1 		$51K Buy
1,470
+120
+9% +$4.97K 0.04% 248
2019
Q4 		$38K Buy
+1,350
New +$29.3K 0.03% 315

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carmichael Hill & Associates's TSLA Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Tesla (TSLA) stake by 0.6% in Q3 2024, selling an estimated $8.21K and leaving 6,009 shares worth $1.57M. The position accounts for 0.56% of the portfolio, ranked #39.

Carmichael Hill & Associates first reported a position in TSLA in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.25M in Q1 2022. 3,180 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

  • Carmichael Hill & Associates held 6,009 shares of Tesla worth $1.57M as of Q3 2024.
  • Carmichael Hill & Associates sold 36 Tesla shares in Q3 2024, an estimated $8.21K.
  • Tesla made up 0.56% of Carmichael Hill & Associates's portfolio in Q3 2024, its #39 holding.
  • Carmichael Hill & Associates first reported a position in Tesla in Q4 2019 and has held it in 20 quarters since.
  • Carmichael Hill & Associates's Tesla position peaked at $2.25M in Q1 2022.
  • 3,180 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.