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 Q1	–	Hold	0	–	-$1.49M	–	819
2023 Q4	–	Hold	0	–	–	–	37
2023 Q3	–	Hold	0	–	–	–	33
2023 Q2	–	Hold	0	–	–	–	31
2023 Q1	–	Hold	0	–	–	–	36
2022 Q4	–	Hold	0	–	–	–	67
2022 Q3	–	Hold	0	–	–	–	36
2022 Q2	–	Sell	-4,500	Closed	-$1.23M	–	41
2022 Q1	$1.62M	Hold	4,500	–	–	0.74%	32
2021 Q4	$1.58M	Sell	4,500 -3,000	-40%	-$1.01M	0.71%	33
2021 Q3	$1.94M	Buy	7,500 +600	+9%	+$141K	0.96%	24
2021 Q2	$1.56M	Hold	6,900	–	–	0.79%	28
2021 Q1	$1.54M	Buy	6,900 +300	+5%	+$75.3K	0.85%	26
2020 Q4	$1.55M	Buy	6,600 +600	+10%	+$102K	0.91%	24
2020 Q3	$859K	Hold	6,000	–	–	0.57%	42
2020 Q2	$432K	Hold	6,000	–	–	0.32%	70
2020 Q1	$209K	Buy	+6,000	New	+$249K	0.18%	107

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.