Robinson Value Management’s Tesla TSLA Stock Holding History

Robinson Value 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
2023 Q4	–	Sell	-2,000	Closed	-$500K	–	84
2023 Q3	$500K	Buy	2,000 +1,721	+617%	+$442K	0.37%	50
2023 Q2	$73K	Buy	+279	New	+$55.8K	0.05%	60
2021 Q4	–	Sell	-24	Closed	-$6K	–	108
2021 Q3	$6K	Buy	+24	New	+$5.65K	0.01%	101

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Robinson Value Management's TSLA Position: Q4 2023 in Review

Robinson Value Management sold out of Tesla (TSLA) in Q4 2023, closing a stake of 2,000 shares — an estimated $500K sold.

Robinson Value Management first reported a position in TSLA in Q3 2021 and held it in 3 quarters. The position peaked at $500K in Q3 2023. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

Robinson Value Management reported no remaining Tesla position as of Q4 2023 after selling out during the quarter.
Robinson Value Management sold 2,000 Tesla shares in Q4 2023, an estimated $500K.
Robinson Value Management first reported a position in Tesla in Q3 2021 and held it in 3 quarters.
Robinson Value Management's Tesla position peaked at $500K in Q3 2023.
3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on Robinson Value Management's 13F filing for Q4 2023, filed 14 Feb 2024.