Number of Shares
14,251.00
Current Holdings Value*
$4.02 Mil
% of Portfolio
1.61%
Total Estimate Gain
$1.64 Mil
% of Total Estimate Gain
23.29%

Steward Values Enhanced Large Cap Fund's Tesla Inc Holding Summary

As of 2025-04-30, Steward Values Enhanced Large Cap Fund held 14,251.00 shares of Tesla Inc(TSLA), totaling $4.02 Mil. This investment constitutes 1.61% of their stock portfolio, and Steward Values Enhanced Large Cap Fund now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2021Q4. And since then Steward Values Enhanced Large Cap Fund has made 4 purchases of TSLA, at an average price of $259.33, for a total of 27,076.00 shares. In addition, there have been 9 sales at an average price of $324.61 for 12,825.00 shares. Based on historical transaction data and TSLA's current price of $315.35, Steward Values Enhanced Large Cap Fund's estimated gain on his TSLA holdings is $1.64 Mil, reflecting a 23.29% gain to date.

Steward Values Enhanced Large Cap Fund TSLA ($315.35) Holding Chart

Steward Values Enhanced Large Cap Fund TSLA ($315.35) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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