Home > Historical Performance > Historical Transaction Report

Transaction Details

Company: Tata Motors
Yahoo Beta:1.91
Industry:Auto Manufacturers - Major

Company Description:  Tata Motors, Ltd. designs, manufactures, and sells automobiles, trucks, and buses. The company is based in India, where the company has a substantial share of the market for commercial vehicles.

Purchase Date:22 Apr 2009 Sale Date:17 Oct 2018
Purchase Price:$7.05 Sale Price:$12.12
  --Split Adjusted:$7.05  --Split Adjusted:$12.12
Shares Purchased:200 Shares Sold:91
  --Split Adjusted:200  --Split Adjusted:91
Transaction Fee:$12.95 Transaction Fee:$4.96
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$7.81 High$0.00
Date15 Apr 2009 Date01 Jan 1996
Low$3.14 Low$0.00
Date02 Mar 2009 Date01 Jan 1996
S&P (Purchase Date):$857.14 S&P (Sale Date):$2,812.35

Timing:  The stock has appreciated significantly in recent weeks.
Reason:  The company is introducing a new, five passenger inexpensive car in India. The introduction has been delayed. We expect revenues to increase substantially in the next year or two.

Timing:  x
Reason:  Tata has been struggling for some time. The company's European brands have performed poorly. As Europe phases out diesel and moves to electric cars, we anticipate Tata will face additional challenges.

S&P Gain: 228.11 % Annualized Gain: 13.47%
Stock Gain: 71.91 % Annualized Gain: 5.93%

Net Holding Return ($): $539.70
Net Holding Return (%): 82.46 %