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
2025 Q3	–	Sell	-30,000	Closed	-$9.53M	–	168
2025 Q2	$9.53M	Buy	+30,000	New	+$9.04M	4.06%	3

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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. 2,483 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.
2,483 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.