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Dowling & Yahnke’s Tesla TSLA Stock Holding History

Dowling & Yahnke’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
2022
Q3 		$11.9M Buy
44,790
+1,572
+4% +$439K 0.55% 40
2022
Q2 		$9.7M Buy
43,218
+4,989
+13% +$1.36M 0.46% 48
2022
Q1 		$13.7M Buy
38,229
+3,972
+12% +$1.24M 0.6% 36
2021
Q4 		$12.1M Buy
34,257
+3,402
+11% +$1.14M 0.58% 41
2021
Q3 		$7.98M Buy
30,855
+996
+3% +$234K 0.44% 70
2021
Q2 		$6.76M Buy
29,859
+1,248
+4% +$271K 0.39% 78
2021
Q1 		$6.37M Buy
28,611
+1,956
+7% +$491K 0.44% 71
2020
Q4 		$6.27M Buy
26,655
+600
+2% +$102K 0.45% 69
2020
Q3 		$3.73M Buy
26,055
+870
+3% +$103K 0.3% 92
2020
Q2 		$1.81M Buy
25,185
+18,960
+305% +$1.03M 0.15% 151
2020
Q1 		$217K Buy
+6,225
New +$258K 0.02% 276
2019
Q1 		– Sell
-20,280
Closed -$474K – 260
2018
Q4 		$474K Buy
+20,280
New +$436K 0.05% 200
2015
Q2 		– Sell
-17,550
Closed -$221K – 267
2015
Q1 		$221K Sell
17,550
-2,775
-14% -$37.5K 0.03% 240
2014
Q4 		$301K Buy
20,325
+3,525
+21% +$55.1K 0.04% 223
2014
Q3 		$272K Buy
+16,800
New +$277K 0.04% 220
2014
Q1 		– Sell
-80,550
Closed -$808K – 278
2013
Q4 		$808K Buy
80,550
+1,050
+1% +$10.7K 0.11% 155
2013
Q3 		$1.02M Buy
79,500
+1,500
+2% +$14.8K 0.16% 138
2013
Q2 		$558K Buy
+78,000
New +$392K 0.09% 165

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dowling & Yahnke's TSLA Position: Q3 2022 in Review

Dowling & Yahnke increased its Tesla (TSLA) stake by 3.6% in Q3 2022, buying an estimated $439K and bringing the position to 44,790 shares worth $11.9M. The position accounts for 0.55% of the portfolio, ranked #40.

Dowling & Yahnke first reported a position in TSLA in Q2 2013 and has held it in 18 quarters since. The position peaked at $13.7M in Q1 2022. 2,736 funds tracked by Wall St. Rank hold TSLA as of Q3 2022.

  • Dowling & Yahnke held 44,790 shares of Tesla worth $11.9M as of Q3 2022.
  • Dowling & Yahnke bought 1,572 Tesla shares in Q3 2022, an estimated $439K.
  • Tesla made up 0.55% of Dowling & Yahnke's portfolio in Q3 2022, its #40 holding.
  • Dowling & Yahnke first reported a position in Tesla in Q2 2013 and has held it in 18 quarters since.
  • Dowling & Yahnke's Tesla position peaked at $13.7M in Q1 2022.
  • 2,736 funds tracked by Wall St. Rank held Tesla as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.