Harbert Fund Advisors’s Tesla TSLA Stock Holding History

Harbert Fund Advisors’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	–	Sell	-2,750	Closed	-$719K	–	135
2024 Q3	$719K	Sell	2,750 -1,250	-31%	-$285K	0.43%	55
2024 Q2	$792K	Buy	+4,000	New	+$699K	0.56%	33

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harbert Fund Advisors's TSLA Position: Q4 2024 in Review

Harbert Fund Advisors sold out of Tesla (TSLA) in Q4 2024, closing a stake of 2,750 shares — an estimated $719K sold.

Harbert Fund Advisors first reported a position in TSLA in Q2 2024 and held it in 2 quarters. The position peaked at $792K in Q2 2024. 3,906 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

Harbert Fund Advisors reported no remaining Tesla position as of Q4 2024 after selling out during the quarter.
Harbert Fund Advisors sold 2,750 Tesla shares in Q4 2024, an estimated $719K.
Harbert Fund Advisors first reported a position in Tesla in Q2 2024 and held it in 2 quarters.
Harbert Fund Advisors's Tesla position peaked at $792K in Q2 2024.
3,906 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Harbert Fund Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.