AlTi Global’s Ford F Stock Holding History

AlTi Global’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-778,132	Closed	-$8.22M	–	418
2024 Q3	$8.22M	Buy	778,132 +287,878	+59%	+$3.29M	0.2%	67
2024 Q2	$6.15M	Sell	490,254 -32,469	-6%	-$402K	0.17%	66
2024 Q1	$6.94M	Buy	+522,723	New	+$6.34M	0.19%	68

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AlTi Global's F Position: Q4 2024 in Review

AlTi Global sold out of Ford (F) in Q4 2024, closing a stake of 778,132 shares — an estimated $8.22M sold.

AlTi Global first reported a position in F in Q1 2024 and held it in 3 quarters. The position peaked at $8.22M in Q3 2024. 1,681 funds tracked by Wall St. Rank hold F as of Q4 2024.

AlTi Global reported no remaining Ford position as of Q4 2024 after selling out during the quarter.
AlTi Global sold 778,132 Ford shares in Q4 2024, an estimated $8.22M.
AlTi Global first reported a position in Ford in Q1 2024 and held it in 3 quarters.
AlTi Global's Ford position peaked at $8.22M in Q3 2024.
1,681 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on AlTi Global's 13F filing for Q4 2024, filed 14 Feb 2025.