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Winfield Associates’s Tesla TSLA Stock Holding History

Winfield Associates’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
2022
Q1 		$577K Sell
1,605
-150
-9% -$46.7K 0.21% 99
2021
Q4 		$618K Sell
1,755
-9
-0.5% -$3.02K 0.21% 96
2021
Q3 		$456K Hold
1,764
– – 0.17% 105
2021
Q2 		$400K Buy
1,764
+9
+0.5% +$1.95K 0.15% 114
2021
Q1 		$391K Buy
1,755
+195
+13% +$49K 0.16% 108
2020
Q4 		$367K Sell
1,560
-375
-19% -$64K 0.16% 98
2020
Q3 		$277K Buy
+1,935
New +$228K 0.13% 101
2018
Q1 		– Sell
-4,890
Closed -$102K – 616
2017
Q4 		$102K Hold
4,890
– – 0.05% 150
2017
Q3 		$111K Hold
4,890
– – 0.06% 141
2017
Q2 		$118K Buy
4,890
+2,250
+85% +$49.5K 0.07% 138
2017
Q1 		$49K Hold
2,640
– – 0.03% 189
2016
Q4 		$38K Hold
2,640
– – 0.02% 202
2016
Q3 		$36K Hold
2,640
– – 0.02% 201
2016
Q2 		$37K Sell
2,640
-2,250
-46% -$34.1K 0.02% 196
2016
Q1 		$75K Sell
4,890
-5,250
-52% -$69.1K 0.05% 144
2015
Q4 		$162K Hold
10,140
– – 0.11% 112
2015
Q3 		$168K Buy
10,140
+1,500
+17% +$25.5K 0.13% 109
2015
Q2 		$155K Buy
8,640
+7,500
+658% +$119K 0.11% 120
2015
Q1 		$14K Hold
1,140
– – 0.01% 219
2014
Q4 		$17K Hold
1,140
– – 0.01% 213
2014
Q3 		$18K Buy
1,140
+1,050
+1,167% +$17.3K 0.01% 205
2014
Q2 		$1K Hold
90
– – ﹤0.01% 304
2014
Q1 		$1K Buy
+90
New +$1.21K ﹤0.01% 289

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winfield Associates's TSLA Position: Q1 2022 in Review

Winfield Associates reduced its Tesla (TSLA) stake by 8.5% in Q1 2022, selling an estimated $46.7K and leaving 1,605 shares worth $577K. The position accounts for 0.21% of the portfolio, ranked #99.

Winfield Associates first reported a position in TSLA in Q1 2014 and has held it in 23 quarters since. The position peaked at $618K in Q4 2021. 2,800 funds tracked by Wall St. Rank hold TSLA as of Q1 2022.

  • Winfield Associates held 1,605 shares of Tesla worth $577K as of Q1 2022.
  • Winfield Associates sold 150 Tesla shares in Q1 2022, an estimated $46.7K.
  • Tesla made up 0.21% of Winfield Associates's portfolio in Q1 2022, its #99 holding.
  • Winfield Associates first reported a position in Tesla in Q1 2014 and has held it in 23 quarters since.
  • Winfield Associates's Tesla position peaked at $618K in Q4 2021.
  • 2,800 funds tracked by Wall St. Rank held Tesla as of Q1 2022.

Based on Winfield Associates's 13F filing for Q1 2022, filed 5 Apr 2022.