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Winslow Evans & Crocker’s Tesla TSLA Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$1.54M Buy
37,464
+32,454
+648% +$5.54M 0.29% 77
2020
Q3 		$717K Buy
5,010
+4,170
+496% +$492K 0.18% 128
2020
Q2 		$60K Buy
840
+240
+40% +$13K 0.02% 437
2020
Q1 		$22K Hold
600
– – 0.01% 567
2019
Q4 		$18K Hold
600
– – ﹤0.01% 694
2019
Q3 		$10K Buy
600
+330
+122% +$5.17K ﹤0.01% 825
2019
Q2 		$4K Hold
270
– – ﹤0.01% 1030
2019
Q1 		$6K Buy
+270
New +$5.42K ﹤0.01% 962
2018
Q3 		– Sell
-390
Closed -$10K – 1140
2018
Q2 		$10K Sell
390
-2,370
-86% -$48.2K ﹤0.01% 811
2018
Q1 		$49K Buy
2,760
+420
+18% +$9.24K 0.02% 484
2017
Q4 		$48.3K Buy
2,340
+1,590
+212% +$34.6K 0.02% 499
2017
Q3 		$17.1K Sell
750
-1,035
-58% -$23.9K 0.01% 694
2017
Q2 		$43K Sell
1,785
-15
-0.8% -$330 0.01% 586
2017
Q1 		$33.1K Sell
1,800
-1,500
-45% -$25.4K 0.01% 626
2016
Q4 		$46.8K Hold
3,300
– – 0.01% 551
2016
Q3 		$44.7K Sell
3,300
-1,110
-25% -$16K 0.01% 565
2016
Q2 		$62.4K Buy
4,410
+1,350
+44% +$20.5K 0.02% 466
2016
Q1 		$46.9K Buy
3,060
+1,260
+70% +$16.6K 0.01% 517
2015
Q4 		$28.6K Hold
1,800
– – 0.01% 658
2015
Q3 		$29.6K Hold
1,800
– – 0.01% 618
2015
Q2 		$31.9K Hold
1,800
– – 0.01% 654
2015
Q1 		$22.5K Hold
1,800
– – 0.01% 706
2014
Q4 		$26.5K Buy
1,800
+360
+25% +$5.63K 0.01% 666
2014
Q3 		$22.8K Buy
1,440
+30
+2% +$495 0.01% 711
2014
Q2 		$22.6K Buy
1,410
+1,035
+276% +$14.4K 0.01% 646
2014
Q1 		$5.21K Buy
+375
New +$5.02K ﹤0.01% 1010

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winslow Evans & Crocker's TSLA Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Tesla (TSLA) stake by 648% in Q4 2020, buying an estimated $5.54M and bringing the position to 37,464 shares worth $1.54M. The position accounts for 0.29% of the portfolio, ranked #77.

Winslow Evans & Crocker first reported a position in TSLA in Q1 2014 and has held it in 26 quarters since. 2,121 funds tracked by Wall St. Rank hold TSLA as of Q4 2020.

  • Winslow Evans & Crocker held 37,464 shares of Tesla worth $1.54M as of Q4 2020.
  • Winslow Evans & Crocker bought 32,454 Tesla shares in Q4 2020, an estimated $5.54M.
  • Tesla made up 0.29% of Winslow Evans & Crocker's portfolio in Q4 2020, its #77 holding.
  • Winslow Evans & Crocker first reported a position in Tesla in Q1 2014 and has held it in 26 quarters since.
  • 2,121 funds tracked by Wall St. Rank held Tesla as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.