Team Hewins’s Tesla TSLA Stock Holding History

Team Hewins’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	-22,775	Closed	-$5.7M	–	48
2023 Q3	$5.7M	Buy	+22,775	New	+$5.85M	1.31%	15

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

Team Hewins's TSLA Position: Q4 2023 in Review

Team Hewins sold out of Tesla (TSLA) in Q4 2023, closing a stake of 22,775 shares — an estimated $5.7M sold.

Team Hewins first reported a position in TSLA in Q3 2023 and held it in 1 quarter. The position peaked at $5.7M in Q3 2023. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

Team Hewins reported no remaining Tesla position as of Q4 2023 after selling out during the quarter.
Team Hewins sold 22,775 Tesla shares in Q4 2023, an estimated $5.7M.
Team Hewins first reported a position in Tesla in Q3 2023 and held it in 1 quarter.
Team Hewins's Tesla position peaked at $5.7M in Q3 2023.
3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on Team Hewins's 13F filing for Q4 2023, filed 9 Feb 2024.