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Newman & Schimel’s Tesla TSLA Stock Holding History

Newman & Schimel’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 		$229K Buy
+1,857
New +$352K 0.1% 48
2022
Q2 		– Sell
-693
Closed -$249K – 50
2022
Q1 		$249K Hold
693
– – 0.16% 39
2021
Q4 		$244K Sell
693
-186
-21% -$62.4K 0.14% 42
2021
Q3 		$227K Buy
+879
New +$207K 0.14% 42

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Newman & Schimel's TSLA Position: Q4 2022 in Review

Newman & Schimel opened a new position in Tesla (TSLA) in Q4 2022: 1,857 shares worth $229K. The stake represents 0.1% of the portfolio and ranks #48 among its holdings. This is a return to the name: Newman & Schimel previously reported a position in TSLA as recently as Q1 2022.

Newman & Schimel first reported a position in TSLA in Q3 2021 and has held it in 4 quarters since. The position peaked at $249K in Q1 2022. 2,482 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

  • Newman & Schimel held 1,857 shares of Tesla worth $229K as of Q4 2022.
  • Tesla was a new Newman & Schimel position in Q4 2022.
  • Tesla made up 0.1% of Newman & Schimel's portfolio in Q4 2022, its #48 holding.
  • Newman & Schimel first reported a position in Tesla in Q3 2021 and has held it in 4 quarters since.
  • Newman & Schimel's Tesla position peaked at $249K in Q1 2022.
  • 2,482 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.