Wafra Inc’s Tesla TSLA Stock Holding History

Wafra Inc’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	-100,959	Closed	-$25.3M	–	72
2023 Q3	$25.3M	Buy	+100,959	New	+$25.9M	0.84%	42
2022 Q4	–	Sell	-74,737	Closed	-$19.8M	–	75
2022 Q3	$19.8M	Sell	74,737 -73,775	-50%	-$20.6M	0.78%	46
2022 Q2	$33.3M	Buy	148,512 +5,436	+4%	+$1.48M	1.27%	31
2022 Q1	$51.4M	Buy	143,076 +1,230	+0.9%	+$383K	1.78%	22
2021 Q4	$50M	Buy	+141,846	New	+$47.6M	1.58%	23
2015 Q4	–	Sell	-54,450	Closed	-$902K	–	88
2015 Q3	$902K	Buy	+54,450	New	+$925K	0.11%	64
2015 Q1	–	Sell	-904,200	Closed	-$13.4M	–	75
2014 Q4	$13.4M	Buy	904,200 +51,750	+6%	+$809K	1.38%	35
2014 Q3	$13.8M	Buy	852,450 +87,450	+11%	+$1.44M	1.6%	34
2014 Q2	$12.2M	Hold	765,000	–	–	1.53%	26
2014 Q1	$10.6M	Buy	765,000 +76,500	+11%	+$1.02M	1.29%	35
2013 Q4	$6.91M	Buy	+688,500	New	+$7.03M	0.88%	53

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

Wafra Inc's TSLA Position: Q4 2023 in Review

Wafra Inc sold out of Tesla (TSLA) in Q4 2023, closing a stake of 100,959 shares — an estimated $25.3M sold.

Wafra Inc first reported a position in TSLA in Q4 2013 and held it in 11 quarters. The position peaked at $51.4M in Q1 2022. 3,148 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

Wafra Inc reported no remaining Tesla position as of Q4 2023 after selling out during the quarter.
Wafra Inc sold 100,959 Tesla shares in Q4 2023, an estimated $25.3M.
Wafra Inc first reported a position in Tesla in Q4 2013 and held it in 11 quarters.
Wafra Inc's Tesla position peaked at $51.4M in Q1 2022.
3,148 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on Wafra Inc's 13F filing for Q4 2023, filed 8 Feb 2024.