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Mount Lucas Management’s Tesla TSLA Stock Holding History

Mount Lucas 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
2022
Q4 		– Sell
-809
Closed -$215K – 124
2022
Q3 		$215K Sell
809
-10
-1% -$2.79K 0.07% 89
2022
Q2 		$184K Buy
819
+72
+10% +$19.7K 0.06% 87
2022
Q1 		$268K Buy
747
+45
+6% +$14K 0.08% 101
2021
Q4 		$247K Buy
+702
New +$235K 0.07% 123

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mount Lucas Management's TSLA Position: Q4 2022 in Review

Mount Lucas Management sold out of Tesla (TSLA) in Q4 2022, closing a stake of 809 shares — an estimated $215K sold.

Mount Lucas Management first reported a position in TSLA in Q4 2021 and held it in 4 quarters. The position peaked at $268K in Q1 2022. 2,485 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

  • Mount Lucas Management reported no remaining Tesla position as of Q4 2022 after selling out during the quarter.
  • Mount Lucas Management sold 809 Tesla shares in Q4 2022, an estimated $215K.
  • Mount Lucas Management first reported a position in Tesla in Q4 2021 and held it in 4 quarters.
  • Mount Lucas Management's Tesla position peaked at $268K in Q1 2022.
  • 2,485 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Mount Lucas Management's 13F filing for Q4 2022, filed 14 Feb 2023.