Tesla did not want to hit the 200k domestic sale number till the start of a quarter to maximize the number of people who get the full $7500 federal tax credit.

Tesla did not want to hit the 200k domestic sale number till the start of a quarter to maximize the number of people who get the full $7500 federal tax credit. They were close to the number, so they have probably been storing up model 3's to hit the limit soon after July 1.