Excalibur Management’s Tesla TSLA Stock Holding History

Excalibur 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
2023 Q2	–	Sell	-1,060	Closed	-$220K	–	158
2023 Q1	$220K	Buy	+1,060	New	+$185K	0.11%	138

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Excalibur Management's TSLA Position: Q2 2023 in Review

Excalibur Management sold out of Tesla (TSLA) in Q2 2023, closing a stake of 1,060 shares — an estimated $220K sold.

Excalibur Management first reported a position in TSLA in Q1 2023 and held it in 1 quarter. The position peaked at $220K in Q1 2023. 2,916 funds tracked by Wall St. Rank hold TSLA as of Q2 2023.

Excalibur Management reported no remaining Tesla position as of Q2 2023 after selling out during the quarter.
Excalibur Management sold 1,060 Tesla shares in Q2 2023, an estimated $220K.
Excalibur Management first reported a position in Tesla in Q1 2023 and held it in 1 quarter.
Excalibur Management's Tesla position peaked at $220K in Q1 2023.
2,916 funds tracked by Wall St. Rank held Tesla as of Q2 2023.

Based on Excalibur Management's 13F filing for Q2 2023, filed 8 Aug 2023.