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Morningstar Investment Services’s Tesla TSLA Stock Holding History

Morningstar Investment Services’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
Q4 		– Sell
-20,341
Closed -$5.3M – 382
2024
Q3 		$5.3M Buy
20,341
+12,078
+146% +$2.75M 0.05% 141
2024
Q2 		$1.63M Buy
8,263
+3,329
+67% +$582K 0.02% 174
2024
Q1 		$887K Sell
4,934
-4,222
-46% -$825K 0.01% 195
2023
Q4 		$2.32M Buy
9,156
+4,945
+117% +$1.18M 0.01% 178
2023
Q3 		$1.04M Buy
4,211
+683
+19% +$175K 0.01% 173
2023
Q2 		$908K Buy
3,528
+2,391
+210% +$478K 0.01% 174
2023
Q1 		$222K Buy
+1,137
New +$198K ﹤0.01% 221

Other funds holding TSLA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morningstar Investment Services's TSLA Position: Q4 2024 in Review

Morningstar Investment Services sold out of Tesla (TSLA) in Q4 2024, closing a stake of 20,341 shares — an estimated $5.3M sold.

Morningstar Investment Services first reported a position in TSLA in Q1 2023 and held it in 7 quarters. The position peaked at $5.3M in Q3 2024. 3,906 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

  • Morningstar Investment Services reported no remaining Tesla position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 20,341 Tesla shares in Q4 2024, an estimated $5.3M.
  • Morningstar Investment Services first reported a position in Tesla in Q1 2023 and held it in 7 quarters.
  • Morningstar Investment Services's Tesla position peaked at $5.3M in Q3 2024.
  • 3,906 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.