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UBS’s Tesla TSLA Stock Holding History

UBS’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
2014
Q3 		$57.4M Buy
3,549,675
+2,081,175
+142% +$34.3M 0.04% 451
2014
Q2 		$23.5M Buy
1,468,500
+322,500
+28% +$4.5M 0.02% 787
2014
Q1 		$15.9M Sell
1,146,000
-7,647,000
-87% -$102M 0.01% 930
2013
Q4 		$88.2M Buy
8,793,000
+7,849,500
+832% +$80.2M 0.08% 250
2013
Q3 		$12.2M Buy
943,500
+39,000
+4% +$386K 0.01% 986
2013
Q2 		$6.47M Buy
+904,500
New +$4.54M 0.01% 1394

Other funds holding TSLA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS's TSLA Position: Q3 2014 in Review

UBS increased its Tesla (TSLA) stake by 19% in Q3 2014, buying an estimated $7.32M and bringing the position to 2,827,395 shares worth $45.7M. The position accounts for 0.03% of the portfolio, ranked #550.

UBS first reported a position in TSLA in Q2 2013 and has held it in 6 quarters since. 467 funds tracked by Wall St. Rank hold TSLA as of Q3 2014.

  • UBS held 2,827,395 shares of Tesla worth $45.7M as of Q3 2014.
  • UBS bought 443,430 Tesla shares in Q3 2014, an estimated $7.32M.
  • Tesla made up 0.03% of UBS's portfolio in Q3 2014, its #550 holding.
  • UBS first reported a position in Tesla in Q2 2013 and has held it in 6 quarters since.
  • 467 funds tracked by Wall St. Rank held Tesla as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.