Daniel L. Goodwin’s Tesla TSLA Stock Holding History

Daniel L. Goodwin’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
2023 Q3	$644K	Hold	2,575	–	–	0.31%	38
2023 Q2	$674K	Sell	2,575 -1,250	-33%	-$250K	0.32%	37
2023 Q1	$794K	Hold	3,825	–	–	0.4%	31
2022 Q4	$471K	Buy	3,825 +825	+28%	+$156K	0.24%	51
2022 Q3	$796K	Hold	3,000	–	–	0.46%	30
2022 Q2	$673K	Hold	3,000	–	–	0.37%	36
2022 Q1	$1.08M	Hold	3,000	–	–	0.47%	29
2021 Q4	$1.06M	Hold	3,000	–	–	0.46%	32
2021 Q3	$775K	Hold	3,000	–	–	0.36%	39
2021 Q2	$680K	Hold	3,000	–	–	0.32%	51
2021 Q1	$668K	Hold	3,000	–	–	0.35%	51
2020 Q4	$706K	Hold	3,000	–	–	0.42%	47
2020 Q3	$429K	Hold	3,000	–	–	0.3%	61
2020 Q2	$216K	Buy	+3,000	New	+$162K	0.14%	81
2018 Q3	–	Sell	-9,000	Closed	-$206K	–	97
2018 Q2	$206K	Buy	+9,000	New	+$183K	0.1%	87
2017 Q4	–	Sell	-22,500	Closed	-$512K	–	93
2017 Q3	$512K	Hold	22,500	–	–	0.23%	52
2017 Q2	$542K	Hold	22,500	–	–	0.24%	51
2017 Q1	$417K	Hold	22,500	–	–	0.17%	54
2016 Q4	$321K	Hold	22,500	–	–	0.13%	62
2016 Q3	$306K	Hold	22,500	–	–	0.11%	73
2016 Q2	$318K	Buy	+22,500	New	+$341K	0.1%	72

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

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

Norges Bank Oslo, Norway $935B AUM

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

Daniel L. Goodwin's TSLA Position: Q3 2023 in Review

Daniel L. Goodwin held its Tesla (TSLA) position steady in Q3 2023 at 2,575 shares worth $644K. The position accounts for 0.31% of the portfolio, ranked #38.

Daniel L. Goodwin first reported a position in TSLA in Q2 2016 and has held it in 21 quarters since. The position peaked at $1.08M in Q1 2022. 2,930 funds tracked by Wall St. Rank hold TSLA as of Q3 2023.

Daniel L. Goodwin held 2,575 shares of Tesla worth $644K as of Q3 2023.
Daniel L. Goodwin left its Tesla share count unchanged in Q3 2023.
Tesla made up 0.31% of Daniel L. Goodwin's portfolio in Q3 2023, its #38 holding.
Daniel L. Goodwin first reported a position in Tesla in Q2 2016 and has held it in 21 quarters since.
Daniel L. Goodwin's Tesla position peaked at $1.08M in Q1 2022.
2,930 funds tracked by Wall St. Rank held Tesla as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.