Belmont Capital’s Ford F Stock Holding History

Belmont Capital’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	–	Sell	-37,500	Closed	-$470K	–	182
2024 Q2	$470K	Hold	37,500	–	–	0.09%	77
2024 Q1	$498K	Buy	37,500 +31,799	+558%	+$385K	0.14%	58
2023 Q4	$69.5K	Hold	5,701	–	–	0.03%	102
2023 Q3	$70.8K	Hold	5,701	–	–	0.04%	97
2023 Q2	$86.3K	Buy	5,701 +2,000	+54%	+$25.3K	0.05%	59
2023 Q1	$46.6K	Hold	3,701	–	–	0.04%	49
2022 Q4	$43K	Buy	3,701 +3,500	+1,741%	+$45K	0.05%	48
2022 Q3	$2K	Hold	201	–	–	﹤0.01%	117
2022 Q2	$2K	Hold	201	–	–	﹤0.01%	65
2022 Q1	$3K	Buy	201 +200	+20,000%	+$3.8K	﹤0.01%	61
2021 Q4	$0	Buy	+1	New	+$18	﹤0.01%	75

Other funds holding F

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Belmont Capital's F Position: Q3 2024 in Review

Belmont Capital sold out of Ford (F) in Q3 2024, closing a stake of 37,500 shares — an estimated $470K sold.

Belmont Capital first reported a position in F in Q4 2021 and held it in 11 quarters. The position peaked at $498K in Q1 2024. 1,631 funds tracked by Wall St. Rank hold F as of Q3 2024.

Belmont Capital reported no remaining Ford position as of Q3 2024 after selling out during the quarter.
Belmont Capital sold 37,500 Ford shares in Q3 2024, an estimated $470K.
Belmont Capital first reported a position in Ford in Q4 2021 and held it in 11 quarters.
Belmont Capital's Ford position peaked at $498K in Q1 2024.
1,631 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on Belmont Capital's 13F filing for Q3 2024, filed 7 Nov 2024.