SpiderRock Advisors’s Tesla TSLA Stock Holding History

SpiderRock Advisors’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 Q3	$13.7M	Buy	52,500 +24,600	+88%	+$5.61M	0.22%	74
2024 Q2	$5.52M	Buy	27,900 +4,400	+19%	+$769K	0.11%	137
2024 Q1	$4.08M	Buy	+23,500	New	+$4.59M	0.1%	158
2023 Q4	–	Hold	0	–	–	–	24
2023 Q3	–	Hold	0	–	–	–	27
2023 Q2	–	Hold	0	–	–	–	47
2023 Q1	–	Hold	0	–	–	–	43
2022 Q4	–	Hold	0	–	–	–	36
2022 Q3	–	Hold	0	–	–	–	30
2022 Q2	–	Hold	0	–	–	–	39
2022 Q1	–	Hold	0	–	–	–	43
2021 Q4	–	Hold	0	–	–	–	42
2021 Q3	–	Hold	0	–	–	–	48
2021 Q2	–	Hold	0	–	–	–	53
2021 Q1	–	Hold	0	–	–	–	61
2020 Q4	–	Hold	0	–	–	–	46
2020 Q3	–	Hold	0	–	–	–	64
2020 Q2	–	Hold	0	–	–	–	150
2020 Q1	–	Hold	0	–	–	–	137
2019 Q4	–	Hold	0	–	-$2K	–	145
2019 Q3	–	Hold	0	–	–	–	110
2017 Q4	–	Hold	0	–	-$223K	–	377
2017 Q3	–	Hold	0	–	–	–	80
2017 Q2	–	Hold	0	–	–	–	106
2017 Q1	–	Hold	0	–	–	–	1085

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

SpiderRock Advisors's TSLA Position: Q3 2024 in Review

SpiderRock Advisors increased its Tesla (TSLA) stake by 9.8% in Q3 2024, buying an estimated $3.42M and bringing the position to 168,596 shares worth $44.1M. The position accounts for 0.7% of the portfolio, ranked #22.

SpiderRock Advisors first reported a position in TSLA in Q1 2024 and has held it in 3 quarters since. 3,180 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

SpiderRock Advisors held 168,596 shares of Tesla worth $44.1M as of Q3 2024.
SpiderRock Advisors bought 14,983 Tesla shares in Q3 2024, an estimated $3.42M.
Tesla made up 0.7% of SpiderRock Advisors's portfolio in Q3 2024, its #22 holding.
SpiderRock Advisors first reported a position in Tesla in Q1 2024 and has held it in 3 quarters since.
3,180 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.