Aquila Investment Management’s Ford F Stock Holding History

Aquila Investment Management’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 Q3	$528K	Hold	50,000	–	–	0.59%	44
2024 Q2	$627K	Hold	50,000	–	–	0.59%	54
2024 Q1	$664K	Hold	50,000	–	–	0.57%	60
2023 Q4	$610K	Hold	50,000	–	–	0.53%	70
2023 Q3	$621K	Sell	50,000 -54,000	-52%	-$701K	0.57%	68
2023 Q2	$1.57M	Hold	104,000	–	–	1.29%	31
2023 Q1	$1.31M	Sell	104,000 -30,000	-22%	-$376K	1.08%	43
2022 Q4	$1.56M	Sell	134,000 -50,000	-27%	-$642K	1.21%	34
2022 Q3	$2.06M	Sell	184,000 -36,000	-16%	-$504K	1.54%	23
2022 Q2	$2.45M	Sell	220,000 -24,000	-10%	-$329K	1.74%	15
2022 Q1	$4.13M	Buy	244,000 +60,000	+33%	+$1.14M	2.34%	8
2021 Q4	$3.82M	Buy	+184,000	New	+$3.39M	1.85%	7

Other funds holding F

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Newport Trust Company

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

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

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

Dimensional Fund Advisors

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return