TSLA β€” TESLA INC

Ownership history in HOWE & RUSLING INC  Β·  25 quarters on record

This page tracks every 13F SEC filing in which HOWE & RUSLING INC reported a position in TESLA INC (TSLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.05% (2021 Q4)
πŸ“Š Avg. % of fund
0.02%
πŸ“… First filed
2018 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
25

Position Intelligence

HOWE & RUSLING INC Γ— TSLA AI Analytics

πŸ“ˆ HOWE & RUSLING INC outperformed the S&P 500 by +142.7% annually on this TSLA position. Timing score: 74% (14/19 decisions correct). Average cost basis: $323.67. Maximum drawdown during holding period: –37.5%.

πŸ“ˆ Position Alpha vs SPY
+142.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 142.7% per year on this position.
23 quarters analyzed

⏱️ Timing Score
74%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
14 of 19 add/trim decisions correct

πŸ’° Entry Quality
$323.67
+38.9% vs current ($449.72)

Best entry: $14.90 (2019 Q2)  Β·  Worst: $444.72 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–37.5%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
62%
buy-side decisions

13 adds Β· 8 trims. Bought during 5 of 8 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.04% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    TSLA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,243 -34 -2.7% 0.04% $559K $449.72
2025 Q3 ADDED 1,277 +1,077 +538.5% 0.04% $568K $444.72
2025 Q3 REDUCED 200 -1,142 -85.1% 0.01% $89K $444.72
2025 Q2 ADDED 1,342 +255 +23.5% 0.03% $426K $317.66
2025 Q1 ADDED 1,087 +224 +26.0% 0.02% $282K $259.16
2024 Q4 ADDED 863 +61 +7.6% 0.03% $349K $403.84
2024 Q3 REDUCED 802 -253 -24.0% 0.02% $210K $261.63
2023 Q4 ADDED 1,055 +50 +5.0% 0.03% $262K $248.48
2023 Q3 REDUCED 1,005 -19 -1.9% 0.03% $251K $250.22
2023 Q2 REDUCED 1,024 -111 -9.8% 0.03% $268K $261.77
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding TSLA

As of 2025 Q4 β€” sorted by position size

Neumann Advisory Hong Kong Ltd 3Y 7Y 77.34% Teilinger Capital Ltd. 3Y 7Y 54.13% Sloy Dahl & Holst, LLC 3Y 52.28% Halter Ferguson Financial Inc. 50.19% Panoramic Hills Capital Ltd 48.62% Thiel Macro LLC 3Y 38.83% Prime Capital Management Co Ltd 3Y 7Y 38.45% SYMMETRY PEAK MANAGEMENT LLC 3Y 7Y 33.67% Tao Capital Management LP 3Y 33.39% WIM INVESTMENT MANAGEMENT Ltd 32.25%
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