Epoch Investment Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-225,315
| Closed | -$56M | – | 430 |
|
2023
Q4 | $56M | Buy |
225,315
+89,390
| +66% | +$22.2M | 0.25% | 154 |
|
2023
Q3 | $34M | Sell |
135,925
-19,237
| -12% | -$4.81M | 0.22% | 155 |
|
2023
Q2 | $40.6M | Sell |
155,162
-1,236
| -0.8% | -$324K | 0.24% | 150 |
|
2023
Q1 | $32.4M | Buy |
+156,398
| New | +$32.4M | 0.19% | 171 |
|