Hotaling Investment Management’s Tesla TSLA Stock Holding History

Hotaling Investment 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
2022 Q4	$954K	Sell	7,745 -1,285	-14%	-$243K	0.43%	69
2022 Q3	$2.4M	Sell	9,030 -75	-0.8%	-$20.9K	1.15%	27
2022 Q2	$2.04M	Sell	9,105 -210	-2%	-$57.3K	0.89%	35
2022 Q1	$3.35M	Sell	9,315 -63	-0.7%	-$19.6K	1.29%	20
2021 Q4	$3.3M	Buy	9,378 +366	+4%	+$123K	1.15%	24
2021 Q3	$2.33M	Buy	9,012 +27	+0.3%	+$6.36K	0.97%	38
2021 Q2	$2.04M	Buy	8,985 +3,903	+77%	+$847K	0.83%	42
2021 Q1	$1.13M	Buy	5,082 +3,528	+227%	+$886K	0.51%	61
2020 Q4	$366K	Buy	+1,554	New	+$265K	0.17%	87

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Hotaling Investment Management's TSLA Position: Q4 2022 in Review

Hotaling Investment Management reduced its Tesla (TSLA) stake by 14% in Q4 2022, selling an estimated $243K and leaving 7,745 shares worth $954K. The position accounts for 0.43% of the portfolio, ranked #69.

Hotaling Investment Management first reported a position in TSLA in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.35M in Q1 2022. 2,482 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

Hotaling Investment Management held 7,745 shares of Tesla worth $954K as of Q4 2022.
Hotaling Investment Management sold 1,285 Tesla shares in Q4 2022, an estimated $243K.
Tesla made up 0.43% of Hotaling Investment Management's portfolio in Q4 2022, its #69 holding.
Hotaling Investment Management first reported a position in Tesla in Q4 2020 and has held it in 9 quarters since.
Hotaling Investment Management's Tesla position peaked at $3.35M in Q1 2022.
2,482 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.