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Eagle Ridge Investment Management’s Tesla TSLA Stock Holding History

Eagle Ridge Investment Management’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
Q4 		$1.1M Sell
2,712
-4
-0.1% -$1.29K 0.1% 67
2024
Q3 		$711K Buy
2,716
+12
+0.4% +$2.74K 0.06% 87
2024
Q2 		$535K Hold
2,704
– – 0.05% 97
2024
Q1 		$475K Hold
2,704
– – 0.04% 103
2023
Q4 		$672K Hold
2,704
– – 0.07% 89
2023
Q3 		$677K Hold
2,704
– – 0.07% 85
2023
Q2 		$708K Buy
2,704
+4
+0.1% +$800 0.07% 86
2023
Q1 		$560K Sell
2,700
-47
-2% -$8.2K 0.06% 97
2022
Q4 		$338K Buy
2,747
+47
+2% +$8.9K 0.04% 118
2022
Q3 		$716K Sell
2,700
-42
-2% -$11.7K 0.09% 83
2022
Q2 		$616K Hold
2,742
– – 0.07% 90
2022
Q1 		$985K Sell
2,742
-15
-0.5% -$4.67K 0.1% 79
2021
Q4 		$971K Sell
2,757
-270
-9% -$90.6K 0.1% 82
2021
Q3 		$782K Buy
3,027
+27
+0.9% +$6.36K 0.09% 85
2021
Q2 		$680K Hold
3,000
– – 0.08% 86
2021
Q1 		$668K Hold
3,000
– – 0.08% 84
2020
Q4 		$706K Sell
3,000
-150
-5% -$25.6K 0.09% 84
2020
Q3 		$450K Buy
3,150
+150
+5% +$17.7K 0.06% 101
2020
Q2 		$216K Buy
+3,000
New +$162K 0.03% 120

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eagle Ridge Investment Management's TSLA Position: Q4 2024 in Review

Eagle Ridge Investment Management reduced its Tesla (TSLA) stake by 0.15% in Q4 2024, selling an estimated $1.29K and leaving 2,712 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #67.

Eagle Ridge Investment Management first reported a position in TSLA in Q2 2020 and has held it in 19 quarters since. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

  • Eagle Ridge Investment Management held 2,712 shares of Tesla worth $1.1M as of Q4 2024.
  • Eagle Ridge Investment Management sold 4 Tesla shares in Q4 2024, an estimated $1.29K.
  • Tesla made up 0.1% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #67 holding.
  • Eagle Ridge Investment Management first reported a position in Tesla in Q2 2020 and has held it in 19 quarters since.
  • 3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.