HCEP Management’s Tesla TSLA Stock Holding History

HCEP 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 Q3	–	Sell	-5,270	Closed	-$1.38M	–	18
2023 Q2	$1.38M	Buy	+5,270	New	+$1.05M	0.26%	11
2022 Q2	–	Sell	-75,000	Closed	-$26.9M	–	7
2022 Q1	$26.9M	Buy	+75,000	New	+$23.4M	17.62%	3

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

HCEP Management's TSLA Position: Q3 2023 in Review

HCEP Management sold out of Tesla (TSLA) in Q3 2023, closing a stake of 5,270 shares — an estimated $1.38M sold.

HCEP Management first reported a position in TSLA in Q1 2022 and held it in 2 quarters. The position peaked at $26.9M in Q1 2022. 2,930 funds tracked by Wall St. Rank hold TSLA as of Q3 2023.

HCEP Management reported no remaining Tesla position as of Q3 2023 after selling out during the quarter.
HCEP Management sold 5,270 Tesla shares in Q3 2023, an estimated $1.38M.
HCEP Management first reported a position in Tesla in Q1 2022 and held it in 2 quarters.
HCEP Management's Tesla position peaked at $26.9M in Q1 2022.
2,930 funds tracked by Wall St. Rank held Tesla as of Q3 2023.

Based on HCEP Management's 13F filing for Q3 2023, filed 14 Nov 2023.