Ownership history in HoyleCohen, LLC Β· 27 quarters on record
This page tracks every 13F SEC filing in which HoyleCohen, LLC 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.
π HoyleCohen, LLC outperformed the S&P 500 by +51.9% annually on this TSLA position. Timing score: 42% (10/24 decisions correct). Average cost basis: $233.91. Maximum drawdown during holding period: β65.7%.
π₯ Exceptional β beat the S&P 500 by 51.9% per year on this position.
25 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
10 of 24 add/trim decisions correct
Best entry: $16.06 (2019 Q3) Β· Worst: $359.20 (2022 Q1)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
9 adds Β· 17 trims. Bought during 2 of 9 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.19% of portfolio
β 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.
As of 2025 Q4 β sorted by position size