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Lourd Capital’s Tesla TSLA Stock Holding History

Lourd Capital’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
2019
Q2 		$235K Sell
15,765
-930
-6% -$14.5K 0.02% 115
2019
Q1 		$311K Sell
16,695
-1,920
-10% -$38.5K 0.03% 90
2018
Q4 		$413K Buy
18,615
+1,110
+6% +$23.9K 0.03% 143
2018
Q3 		$309K Buy
+17,505
New +$365K 0.02% 206
2018
Q1 		– Sell
-23,850
Closed -$495K – 316
2017
Q4 		$495K Buy
23,850
+1,335
+6% +$29K 0.03% 156
2017
Q3 		$512K Buy
22,515
+165
+0.7% +$3.81K 0.05% 61
2017
Q2 		$539K Buy
22,350
+360
+2% +$7.92K 0.05% 55
2017
Q1 		$408K Buy
21,990
+765
+4% +$12.9K 0.04% 67
2016
Q4 		$302K Sell
21,225
-1,755
-8% -$23.1K 0.03% 71
2016
Q3 		$313K Sell
22,980
-1,050
-4% -$15.2K 0.03% 69
2016
Q2 		$340K Buy
24,030
+6,900
+40% +$105K 0.1% 72
2016
Q1 		$262K Buy
17,130
+60
+0.4% +$789 0.03% 98
2015
Q4 		$273K Buy
17,070
+3,495
+26% +$52.3K 0.03% 95
2015
Q3 		$225K Buy
13,575
+1,005
+8% +$17.1K 0.02% 101
2015
Q2 		$225K Buy
+12,570
New +$199K 0.02% 114
2013
Q4 		– Sell
-99,300
Closed -$1.28M – 105
2013
Q3 		$1.28M Buy
99,300
+55,425
+126% +$548K 0.15% 29
2013
Q2 		$314K Buy
+43,875
New +$220K 0.04% 75

Other funds holding TSLA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lourd Capital's TSLA Position: Q2 2019 in Review

Lourd Capital reduced its Tesla (TSLA) stake by 5.6% in Q2 2019, selling an estimated $14.5K and leaving 15,765 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #115.

Lourd Capital first reported a position in TSLA in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.28M in Q3 2013. 745 funds tracked by Wall St. Rank hold TSLA as of Q2 2019.

  • Lourd Capital held 15,765 shares of Tesla worth $235K as of Q2 2019.
  • Lourd Capital sold 930 Tesla shares in Q2 2019, an estimated $14.5K.
  • Tesla made up 0.02% of Lourd Capital's portfolio in Q2 2019, its #115 holding.
  • Lourd Capital first reported a position in Tesla in Q2 2013 and has held it in 17 quarters since.
  • Lourd Capital's Tesla position peaked at $1.28M in Q3 2013.
  • 745 funds tracked by Wall St. Rank held Tesla as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.