Westwood Management Corporation’s Tesla TSLA Stock Holding History

Westwood Management Corporation’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	-1,365	Closed	-$342K	–	47
2023 Q3	$342K	Hold	1,365	–	–	0.05%	43
2023 Q2	$357K	Hold	1,365	–	–	0.05%	49
2023 Q1	$283K	Buy	+1,365	New	+$238K	0.04%	59
2022 Q4	–	Sell	-1,365	Closed	-$362K	–	73
2022 Q3	$362K	Sell	1,365 -435	-24%	-$121K	0.05%	56
2022 Q2	$404K	Hold	1,800	–	–	0.05%	54
2022 Q1	$647K	Sell	1,800 -1,200	-40%	-$374K	0.06%	49
2021 Q4	$1.06M	Hold	3,000	–	–	0.08%	43
2021 Q3	$775K	Hold	3,000	–	–	0.06%	46
2021 Q2	$680K	Hold	3,000	–	–	0.05%	55
2021 Q1	$668K	Hold	3,000	–	–	0.06%	52
2020 Q4	$706K	Hold	3,000	–	–	0.06%	41
2020 Q3	$429K	Hold	3,000	–	–	0.04%	47
2020 Q2	$216K	Buy	+3,000	New	+$162K	0.02%	65

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

Westwood Management Corporation's TSLA Position: Q4 2023 in Review

Westwood Management Corporation sold out of Tesla (TSLA) in Q4 2023, closing a stake of 1,365 shares — an estimated $342K sold.

Westwood Management Corporation first reported a position in TSLA in Q2 2020 and held it in 13 quarters. The position peaked at $1.06M in Q4 2021. 3,148 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

Westwood Management Corporation reported no remaining Tesla position as of Q4 2023 after selling out during the quarter.
Westwood Management Corporation sold 1,365 Tesla shares in Q4 2023, an estimated $342K.
Westwood Management Corporation first reported a position in Tesla in Q2 2020 and held it in 13 quarters.
Westwood Management Corporation's Tesla position peaked at $1.06M in Q4 2021.
3,148 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on Westwood Management Corporation's 13F filing for Q4 2023, filed 29 Jan 2024.