Whitnell & Co’s Tesla TSLA Stock Holding History

Whitnell & Co’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
2019 Q4	$42K	Hold	1,500	–	–	0.01%	211
2019 Q3	$24K	Hold	1,500	–	–	0.01%	230
2019 Q2	$22K	Hold	1,500	–	–	0.01%	211
2019 Q1	$28K	Hold	1,500	–	–	0.01%	203
2018 Q4	$33K	Hold	1,500	–	–	0.01%	192
2018 Q3	$26K	Hold	1,500	–	–	0.01%	198
2018 Q2	$34K	Hold	1,500	–	–	0.01%	190
2018 Q1	$27K	Hold	1,500	–	–	0.01%	202
2017 Q4	$31K	Hold	1,500	–	–	0.01%	191
2017 Q3	$34K	Hold	1,500	–	–	0.01%	185
2017 Q2	$36K	Hold	1,500	–	–	0.02%	182
2017 Q1	$28K	Hold	1,500	–	–	0.01%	195
2016 Q4	$21K	Sell	1,500 -78,855	-98%	-$1.04M	0.01%	211
2016 Q3	$1.09M	Hold	80,355	–	–	0.37%	68
2016 Q2	$1.14M	Hold	80,355	–	–	0.37%	72
2016 Q1	$1.23M	Hold	80,355	–	–	0.46%	65
2015 Q4	$1.29M	Hold	80,355	–	–	0.49%	58
2015 Q3	$1.33M	Hold	80,355	–	–	0.52%	57
2015 Q2	$1.44M	Hold	80,355	–	–	0.52%	58
2015 Q1	$1.01M	Hold	80,355	–	–	0.38%	69
2014 Q4	$1.19M	Hold	80,355	–	–	0.45%	60
2014 Q3	$1.3M	Buy	80,355 +20,505	+34%	+$338K	0.52%	53
2014 Q2	$958K	Buy	59,850 +7,500	+14%	+$105K	0.44%	68
2014 Q1	$727K	Hold	52,350	–	–	0.34%	89
2013 Q4	$525K	Buy	52,350 +6,600	+14%	+$67.4K	0.24%	102
2013 Q3	$590K	Hold	45,750	–	–	0.29%	92
2013 Q2	$327K	Buy	+45,750	New	+$230K	0.16%	116

Other funds holding TSLA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Whitnell & Co's TSLA Position: Q4 2019 in Review

Whitnell & Co held its Tesla (TSLA) position steady in Q4 2019 at 1,500 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #211.

Whitnell & Co first reported a position in TSLA in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.44M in Q2 2015. 928 funds tracked by Wall St. Rank hold TSLA as of Q4 2019.

Whitnell & Co held 1,500 shares of Tesla worth $42K as of Q4 2019.
Whitnell & Co left its Tesla share count unchanged in Q4 2019.
Tesla made up 0.01% of Whitnell & Co's portfolio in Q4 2019, its #211 holding.
Whitnell & Co first reported a position in Tesla in Q2 2013 and has held it in 27 quarters since.
Whitnell & Co's Tesla position peaked at $1.44M in Q2 2015.
928 funds tracked by Wall St. Rank held Tesla as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.