LMCG Investments’s Tesla TSLA Stock Holding History

LMCG Investments’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	-773	Closed	-$202K	–	299
2023 Q2	$202K	Sell	773 -18,434	-96%	-$3.69M	0.01%	288
2023 Q1	$3.98M	Buy	19,207 +2,007	+12%	+$350K	0.27%	105
2022 Q4	$2.12M	Sell	17,200 -1,458	-8%	-$276K	0.15%	147
2022 Q3	$4.95M	Buy	18,658 +9,277	+99%	+$2.59M	0.36%	83
2022 Q2	$2.11M	Buy	9,381 +105	+1%	+$28.7K	0.15%	154
2022 Q1	$3.33M	Buy	+9,276	New	+$2.89M	0.19%	131

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

LMCG Investments's TSLA Position: Q3 2023 in Review

LMCG Investments sold out of Tesla (TSLA) in Q3 2023, closing a stake of 773 shares — an estimated $202K sold.

LMCG Investments first reported a position in TSLA in Q1 2022 and held it in 6 quarters. The position peaked at $4.95M in Q3 2022. 2,930 funds tracked by Wall St. Rank hold TSLA as of Q3 2023.

LMCG Investments reported no remaining Tesla position as of Q3 2023 after selling out during the quarter.
LMCG Investments sold 773 Tesla shares in Q3 2023, an estimated $202K.
LMCG Investments first reported a position in Tesla in Q1 2022 and held it in 6 quarters.
LMCG Investments's Tesla position peaked at $4.95M in Q3 2022.
2,930 funds tracked by Wall St. Rank held Tesla as of Q3 2023.

Based on LMCG Investments's 13F filing for Q3 2023, filed 3 Nov 2023.