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Evelyn V. Moreno’s Tesla TSLA Stock Holding History

Evelyn V. Moreno’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
Q4 		$709K Sell
2,855
-93
-3% -$22.1K 0.33% 63
2023
Q3 		$738K Buy
2,948
+93
+3% +$23.9K 0.16% 71
2023
Q2 		$747K Hold
2,855
– – 0.16% 66
2023
Q1 		$592K Buy
2,855
+80
+3% +$14K 0.13% 68
2022
Q4 		$342K Hold
2,775
– – 0.08% 123
2022
Q3 		$736K Hold
2,775
– – 0.33% 64
2022
Q2 		$623K Hold
2,775
– – 0.15% 73
2022
Q1 		$997K Buy
+2,775
New +$864K 0.2% 56

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evelyn V. Moreno's TSLA Position: Q4 2023 in Review

Evelyn V. Moreno reduced its Tesla (TSLA) stake by 3.2% in Q4 2023, selling an estimated $22.1K and leaving 2,855 shares worth $709K. The position accounts for 0.33% of the portfolio, ranked #63.

Evelyn V. Moreno first reported a position in TSLA in Q1 2022 and has held it in 8 quarters since. The position peaked at $997K in Q1 2022. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

  • Evelyn V. Moreno held 2,855 shares of Tesla worth $709K as of Q4 2023.
  • Evelyn V. Moreno sold 93 Tesla shares in Q4 2023, an estimated $22.1K.
  • Tesla made up 0.33% of Evelyn V. Moreno's portfolio in Q4 2023, its #63 holding.
  • Evelyn V. Moreno first reported a position in Tesla in Q1 2022 and has held it in 8 quarters since.
  • Evelyn V. Moreno's Tesla position peaked at $997K in Q1 2022.
  • 3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.