Select Asset Management & Trust’s Tesla TSLA Stock Holding History

Select Asset Management & Trust’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
2024 Q1	–	Sell	-850	Closed	-$211K	–	68
2023 Q4	$211K	Hold	850	–	–	0.1%	62
2023 Q3	$213K	Hold	850	–	–	0.12%	61
2023 Q2	$223K	Buy	+850	New	+$170K	0.14%	60
2022 Q2	–	Sell	-750	Closed	-$270K	–	64
2022 Q1	$270K	Hold	750	–	–	0.23%	52
2021 Q4	$264K	Hold	750	–	–	0.17%	58
2021 Q3	$194K	Sell	750 -5,250	-88%	-$1.24M	0.14%	61
2021 Q2	$1.36M	Buy	+6,000	New	+$1.3M	0.77%	25

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Select Asset Management & Trust's TSLA Position: Q1 2024 in Review

Select Asset Management & Trust sold out of Tesla (TSLA) in Q1 2024, closing a stake of 850 shares — an estimated $211K sold.

Select Asset Management & Trust first reported a position in TSLA in Q2 2021 and held it in 7 quarters. The position peaked at $1.36M in Q2 2021. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

Select Asset Management & Trust reported no remaining Tesla position as of Q1 2024 after selling out during the quarter.
Select Asset Management & Trust sold 850 Tesla shares in Q1 2024, an estimated $211K.
Select Asset Management & Trust first reported a position in Tesla in Q2 2021 and held it in 7 quarters.
Select Asset Management & Trust's Tesla position peaked at $1.36M in Q2 2021.
2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on Select Asset Management & Trust's 13F filing for Q1 2024, filed 14 May 2024.