Cumberland Partners’s Tesla TSLA Stock Holding History

Cumberland 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
2025 Q1	–	Sell	-874	Closed	-$353K	–	195
2024 Q4	$353K	Sell	874 -35	-4%	-$11.3K	0.02%	149
2024 Q3	$238K	Buy	+909	New	+$207K	0.02%	172
2024 Q1	–	Sell	-934	Closed	-$234K	–	214
2023 Q4	$234K	Hold	934	–	–	0.02%	174
2023 Q3	$234K	Hold	934	–	–	0.02%	167
2023 Q2	$244K	Buy	+934	New	+$187K	0.02%	156
2023 Q1	–	Sell	-7,678	Closed	-$946K	–	193
2022 Q4	$946K	Buy	7,678 +550	+8%	+$104K	0.1%	109
2022 Q3	$1.89M	Hold	7,128	–	–	0.2%	76
2022 Q2	$1.6M	Sell	7,128 -582	-8%	-$159K	0.15%	86
2022 Q1	$2.77M	Hold	7,710	–	–	0.21%	83
2021 Q4	$2.72M	Hold	7,710	–	–	0.19%	87
2021 Q3	$1.99M	Hold	7,710	–	–	0.16%	99
2021 Q2	$1.75M	Sell	7,710 -45	-0.6%	-$9.77K	0.14%	102
2021 Q1	$1.73M	Hold	7,755	–	–	0.14%	99
2020 Q4	$1.82M	Buy	7,755 +45	+0.6%	+$7.68K	0.16%	91
2020 Q3	$1.1M	Buy	7,710 +300	+4%	+$35.4K	0.12%	94
2020 Q2	$533K	Sell	7,410 -150	-2%	-$8.12K	0.06%	132
2020 Q1	$264K	Buy	+7,560	New	+$313K	0.03%	148

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Cumberland Partners's TSLA Position: Q1 2025 in Review

Cumberland Partners sold out of Tesla (TSLA) in Q1 2025, closing a stake of 874 shares — an estimated $353K sold.

Cumberland Partners first reported a position in TSLA in Q1 2020 and held it in 17 quarters. The position peaked at $2.77M in Q1 2022. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Cumberland Partners reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
Cumberland Partners sold 874 Tesla shares in Q1 2025, an estimated $353K.
Cumberland Partners first reported a position in Tesla in Q1 2020 and held it in 17 quarters.
Cumberland Partners's Tesla position peaked at $2.77M in Q1 2022.
3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Cumberland Partners's 13F filing for Q1 2025, filed 9 May 2025.