M&R Capital Management’s Tesla TSLA Stock Holding History

M&R Capital 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
2024 Q3	$36.1K	Buy	138 +100	+263%	+$22.8K	0.01%	263
2024 Q2	$7.52K	Hold	38	–	–	﹤0.01%	400
2024 Q1	$6.68K	Sell	38 -1,829	-98%	-$357K	﹤0.01%	416
2023 Q4	$464K	Buy	1,867 +96	+5%	+$22.8K	0.12%	92
2023 Q3	$443K	Buy	1,771 +332	+23%	+$85.3K	0.12%	92
2023 Q2	$377K	Buy	1,439 +166	+13%	+$33.2K	0.1%	97
2023 Q1	$264K	Buy	1,273 +598	+89%	+$104K	0.07%	121
2022 Q4	$83.1K	Hold	675	–	–	0.02%	199
2022 Q3	$179K	Hold	675	–	–	0.05%	145
2022 Q2	$151K	Buy	675 +12	+2%	+$3.28K	0.04%	157
2022 Q1	$238K	Buy	663 +309	+87%	+$96.2K	0.05%	141
2021 Q4	$124K	Hold	354	–	–	0.03%	183
2021 Q3	$91K	Hold	354	–	–	0.02%	199
2021 Q2	$80K	Buy	354 +300	+556%	+$65.1K	0.02%	210
2021 Q1	$12K	Hold	54	–	–	﹤0.01%	325
2020 Q4	$12K	Buy	+54	New	+$9.21K	﹤0.01%	340

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

M&R Capital Management's TSLA Position: Q3 2024 in Review

M&R Capital Management increased its Tesla (TSLA) stake by 263% in Q3 2024, buying an estimated $22.8K and bringing the position to 138 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #263.

M&R Capital Management first reported a position in TSLA in Q4 2020 and has held it in 16 quarters since. The position peaked at $464K in Q4 2023. 3,181 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

M&R Capital Management held 138 shares of Tesla worth $36.1K as of Q3 2024.
M&R Capital Management bought 100 Tesla shares in Q3 2024, an estimated $22.8K.
Tesla made up 0.01% of M&R Capital Management's portfolio in Q3 2024, its #263 holding.
M&R Capital Management first reported a position in Tesla in Q4 2020 and has held it in 16 quarters since.
M&R Capital Management's Tesla position peaked at $464K in Q4 2023.
3,181 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.