Carmel Capital Partners’s Ford F Stock Holding History

Carmel Capital Partners’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 Q4	–	Sell	-53	Closed	-$658	–	322
2023 Q3	$658	Buy	+53	New	+$688	﹤0.01%	696
2023 Q2	–	Sell	-362	Closed	-$4.56K	–	444
2023 Q1	$4.56K	Buy	+362	New	+$4.53K	﹤0.01%	368

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carmel Capital Partners's F Position: Q4 2023 in Review

Carmel Capital Partners sold out of Ford (F) in Q4 2023, closing a stake of 53 shares — an estimated $658 sold.

Carmel Capital Partners first reported a position in F in Q1 2023 and held it in 2 quarters. The position peaked at $4.56K in Q1 2023. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2023.

Carmel Capital Partners reported no remaining Ford position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 53 Ford shares in Q4 2023, an estimated $658.
Carmel Capital Partners first reported a position in Ford in Q1 2023 and held it in 2 quarters.
Carmel Capital Partners's Ford position peaked at $4.56K in Q1 2023.
1,682 funds tracked by Wall St. Rank held Ford as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.