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Chartwell Investment Partners’s Tesla TSLA Stock Holding History

Chartwell Investment Partners’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 		$13.7M Buy
52,478
+38,616
+279% +$8.81M 0.47% 47
2024
Q2 		$2.74M Sell
13,862
-10,675
-44% -$1.87M 0.1% 247
2024
Q1 		$4.31M Sell
24,537
-912
-4% -$178K 0.15% 204
2023
Q4 		$6.32M Sell
25,449
-191
-0.7% -$45.4K 0.22% 164
2023
Q3 		$6.42M Sell
25,640
-672
-3% -$173K 0.25% 153
2023
Q2 		$6.89M Sell
26,312
-8,016
-23% -$1.6M 0.25% 150
2023
Q1 		$7.12M Sell
34,328
-10,053
-23% -$1.75M 0.27% 135
2022
Q4 		$5.47M Buy
44,381
+2,704
+6% +$512K 0.22% 173
2022
Q3 		$11.1M Sell
41,677
-389
-0.9% -$109K 0.47% 56
2022
Q2 		$9.44M Hold
42,066
– – 0.38% 88
2022
Q1 		$15.1M Sell
42,066
-15
-0% -$4.67K 0.5% 50
2021
Q4 		$14.8M Sell
42,081
-159
-0.4% -$53.3K 0.43% 74
2021
Q3 		$10.9M Hold
42,240
– – 0.34% 110
2021
Q2 		$9.57M Sell
42,240
-42
-0.1% -$9.12K 0.28% 129
2021
Q1 		$9.41M Sell
42,282
-4,755
-10% -$1.19M 0.28% 142
2020
Q4 		$11.1M Sell
47,037
-7,050
-13% -$1.2M 0.35% 114
2020
Q3 		$7.74M Sell
54,087
-63
-0.1% -$7.44K 0.28% 140
2020
Q2 		$3.9M Buy
54,150
+195
+0.4% +$10.5K 0.15% 201
2020
Q1 		$1.89M Buy
+53,955
New +$2.24M 0.09% 255

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

Chartwell Investment Partners's TSLA Position: Q3 2024 in Review

Chartwell Investment Partners increased its Tesla (TSLA) stake by 279% in Q3 2024, buying an estimated $8.81M and bringing the position to 52,478 shares worth $13.7M. The position accounts for 0.47% of the portfolio, ranked #47.

Chartwell Investment Partners first reported a position in TSLA in Q1 2020 and has held it in 19 quarters since. The position peaked at $15.1M in Q1 2022. 3,180 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

  • Chartwell Investment Partners held 52,478 shares of Tesla worth $13.7M as of Q3 2024.
  • Chartwell Investment Partners bought 38,616 Tesla shares in Q3 2024, an estimated $8.81M.
  • Tesla made up 0.47% of Chartwell Investment Partners's portfolio in Q3 2024, its #47 holding.
  • Chartwell Investment Partners first reported a position in Tesla in Q1 2020 and has held it in 19 quarters since.
  • Chartwell Investment Partners's Tesla position peaked at $15.1M in Q1 2022.
  • 3,180 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.