Richard Bernstein Advisors’s Tesla TSLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15.3M	Sell	48,193 -3,323	-6%	-$1.06M	0.38%	27
2025 Q1	$13.4M	Sell	51,516 -3,017	-6%	-$782K	0.32%	31
2024 Q4	$22M	Sell	54,533 -5,306	-9%	-$2.14M	0.5%	30
2024 Q3	$15.7M	Buy	59,839 +3,367	+6%	+$881K	0.34%	33
2024 Q2	$11.2M	Hold	56,472	–	–	0.25%	43
2024 Q1	$9.93M	Hold	56,472	–	–	0.21%	44
2023 Q4	$14M	Sell	56,472 -4,475	-7%	-$1.11M	0.31%	38
2023 Q3	$15.3M	Buy	60,947 +3,213	+6%	+$804K	0.34%	39
2023 Q2	$15.1M	Sell	57,734 -7,881	-12%	-$2.06M	0.32%	30
2023 Q1	$13.6M	Hold	65,615	–	–	0.29%	33
2022 Q4	$8.08M	Sell	65,615 -3,643	-5%	-$449K	0.18%	52
2022 Q3	$18.4M	Sell	69,258 -3,402	-5%	-$902K	0.46%	31
2022 Q2	$16.3M	Buy	72,660 +2,943	+4%	+$661K	0.35%	35
2022 Q1	$25M	Buy	69,717 +7,266	+12%	+$2.61M	0.49%	35
2021 Q4	$22M	Hold	62,451	–	–	0.42%	37
2021 Q3	$16.1M	Buy	62,451 +3,846	+7%	+$994K	0.33%	38
2021 Q2	$13.3M	Hold	58,605	–	–	0.28%	39
2021 Q1	$13M	Hold	58,605	–	–	0.3%	36
2020 Q4	$13.8M	Hold	58,605	–	–	0.34%	33
2020 Q3	$8.38M	Hold	58,605	–	–	0.24%	39
2020 Q2	$4.22M	Buy	+58,605	New	+$4.22M	0.13%	79
2019 Q1	–	Sell	-191,850	Closed	-$4.26M	–	362
2018 Q4	$4.26M	Hold	191,850	–	–	0.16%	115
2018 Q3	$3.39M	Hold	191,850	–	–	0.1%	235
2018 Q2	$4.39M	Buy	191,850 +9,375	+5%	+$214K	0.14%	141
2018 Q1	$3.24M	Buy	182,475 +162,870	+831%	+$2.89M	0.11%	192
2017 Q4	$407K	Buy	+19,605	New	+$407K	0.02%	247