Appleton Group’s Ford F Stock Holding History

Appleton Group’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
2023 Q3	–	Sell	-23,679	Closed	-$358K	–	30
2023 Q2	$358K	Buy	+23,679	New	+$300K	0.5%	14
2022 Q2	–	Sell	-18,529	Closed	-$313K	–	32
2022 Q1	$313K	Sell	18,529 -6,926	-27%	-$132K	0.44%	30
2021 Q4	$529K	Sell	25,455 -249	-1%	-$4.58K	0.53%	21
2021 Q3	$364K	Buy	+25,704	New	+$350K	0.31%	30

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Appleton Group's F Position: Q3 2023 in Review

Appleton Group sold out of Ford (F) in Q3 2023, closing a stake of 23,679 shares — an estimated $358K sold.

Appleton Group first reported a position in F in Q3 2021 and held it in 4 quarters. The position peaked at $529K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold F as of Q3 2023.

Appleton Group reported no remaining Ford position as of Q3 2023 after selling out during the quarter.
Appleton Group sold 23,679 Ford shares in Q3 2023, an estimated $358K.
Appleton Group first reported a position in Ford in Q3 2021 and held it in 4 quarters.
Appleton Group's Ford position peaked at $529K in Q4 2021.
1,668 funds tracked by Wall St. Rank held Ford as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.