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Rikoon Group’s Tesla TSLA Stock Holding History

Rikoon Group’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
2021
Q1 		$1.32M Buy
5,946
+42
+0.7% +$10.5K 0.35% 64
2020
Q4 		$1.39M Buy
5,904
+24
+0.4% +$4.1K 0.39% 62
2020
Q3 		$841K Buy
5,880
+2,205
+60% +$260K 0.26% 83
2020
Q2 		$265K Buy
+3,675
New +$199K 0.09% 177
2018
Q3 		– Sell
-11,955
Closed -$273K – 214
2018
Q2 		$273K Sell
11,955
-150
-1% -$3.05K 0.1% 177
2018
Q1 		$203K Buy
12,105
+330
+3% +$7.26K 0.08% 187
2017
Q4 		$244K Buy
11,775
+1,275
+12% +$27.7K 0.1% 155
2017
Q3 		$239K Buy
10,500
+135
+1% +$3.12K 0.1% 151
2017
Q2 		$249K Buy
10,365
+750
+8% +$16.5K 0.11% 148
2017
Q1 		$201K Buy
+9,615
New +$163K 0.09% 168

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Rikoon Group's TSLA Position: Q1 2021 in Review

Rikoon Group increased its Tesla (TSLA) stake by 0.71% in Q1 2021, buying an estimated $10.5K and bringing the position to 5,946 shares worth $1.32M. The position accounts for 0.35% of the portfolio, ranked #64.

Rikoon Group first reported a position in TSLA in Q1 2017 and has held it in 10 quarters since. The position peaked at $1.39M in Q4 2020. 2,150 funds tracked by Wall St. Rank hold TSLA as of Q1 2021.

  • Rikoon Group held 5,946 shares of Tesla worth $1.32M as of Q1 2021.
  • Rikoon Group bought 42 Tesla shares in Q1 2021, an estimated $10.5K.
  • Tesla made up 0.35% of Rikoon Group's portfolio in Q1 2021, its #64 holding.
  • Rikoon Group first reported a position in Tesla in Q1 2017 and has held it in 10 quarters since.
  • Rikoon Group's Tesla position peaked at $1.39M in Q4 2020.
  • 2,150 funds tracked by Wall St. Rank held Tesla as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.