Mivtachim The Workers Social Insurance Fund’s Tesla TSLA Stock Holding History

Mivtachim The Workers Social Insurance Fund’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	-80,000	Closed	-$20M	–	44
2023 Q3	$20M	Hold	80,000	–	–	1.72%	13
2023 Q2	$20.9M	Hold	80,000	–	–	1.84%	14
2023 Q1	$16.6M	Hold	80,000	–	–	1.03%	19
2022 Q4	$9.86M	Buy	80,000 +20,000	+33%	+$3.79M	0.51%	29
2022 Q3	$15.9M	Buy	60,000 +39,000	+186%	+$10.9M	1.19%	23
2022 Q2	$4.71M	Buy	+21,000	New	+$5.73M	0.21%	37

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mivtachim The Workers Social Insurance Fund's TSLA Position: Q4 2023 in Review

Mivtachim The Workers Social Insurance Fund sold out of Tesla (TSLA) in Q4 2023, closing a stake of 80,000 shares — an estimated $20M sold.

Mivtachim The Workers Social Insurance Fund first reported a position in TSLA in Q2 2022 and held it in 6 quarters. The position peaked at $20.9M in Q2 2023. 3,149 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

Mivtachim The Workers Social Insurance Fund reported no remaining Tesla position as of Q4 2023 after selling out during the quarter.
Mivtachim The Workers Social Insurance Fund sold 80,000 Tesla shares in Q4 2023, an estimated $20M.
Mivtachim The Workers Social Insurance Fund first reported a position in Tesla in Q2 2022 and held it in 6 quarters.
Mivtachim The Workers Social Insurance Fund's Tesla position peaked at $20.9M in Q2 2023.
3,149 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q4 2023, filed 22 Jan 2024.