EWF
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Epstein & White Financial’s Tesla TSLA Stock Holding History

Epstein & White Financial’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
2021
Q2 		$218K Buy
966
+9
+0.9% +$1.95K 0.06% 86
2021
Q1 		$213K Sell
957
-75
-7% -$18.8K 0.06% 80
2020
Q4 		$244K Buy
+1,032
New +$176K 0.07% 67

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Epstein & White Financial's TSLA Position: Q2 2021 in Review

Epstein & White Financial increased its Tesla (TSLA) stake by 0.94% in Q2 2021, buying an estimated $1.95K and bringing the position to 966 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #86.

Epstein & White Financial first reported a position in TSLA in Q4 2020 and has held it in 3 quarters since. The position peaked at $244K in Q4 2020. 2,171 funds tracked by Wall St. Rank hold TSLA as of Q2 2021.

  • Epstein & White Financial held 966 shares of Tesla worth $218K as of Q2 2021.
  • Epstein & White Financial bought 9 Tesla shares in Q2 2021, an estimated $1.95K.
  • Tesla made up 0.06% of Epstein & White Financial's portfolio in Q2 2021, its #86 holding.
  • Epstein & White Financial first reported a position in Tesla in Q4 2020 and has held it in 3 quarters since.
  • Epstein & White Financial's Tesla position peaked at $244K in Q4 2020.
  • 2,171 funds tracked by Wall St. Rank held Tesla as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.