LGL Partners’s Tesla TSLA Stock Holding History

LGL Partners’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	–	Sell	-329	Closed	-$82.3K	–	110
2023 Q3	$82.3K	Buy	+329	New	+$84.5K	0.01%	92
2022 Q4	–	Sell	-939	Closed	-$249K	–	151
2022 Q3	$249K	Buy	+939	New	+$262K	0.05%	107
2022 Q1	–	Sell	-753	Closed	-$265K	–	117
2021 Q4	$265K	Buy	+753	New	+$253K	0.03%	92

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

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

LGL Partners's TSLA Position: Q4 2023 in Review

LGL Partners sold out of Tesla (TSLA) in Q4 2023, closing a stake of 329 shares — an estimated $82.3K sold.

LGL Partners first reported a position in TSLA in Q4 2021 and held it in 3 quarters. The position peaked at $265K in Q4 2021. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

LGL Partners reported no remaining Tesla position as of Q4 2023 after selling out during the quarter.
LGL Partners sold 329 Tesla shares in Q4 2023, an estimated $82.3K.
LGL Partners first reported a position in Tesla in Q4 2021 and held it in 3 quarters.
LGL Partners's Tesla position peaked at $265K in Q4 2021.
3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on LGL Partners's 13F filing for Q4 2023, filed 5 Feb 2024.