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Disciplined Investments’s Ford F Stock Holding History

Disciplined Investments’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
-267
Closed -$4.04K – 584
2023
Q2 		$4.04K Buy
267
+58
+28% +$734 ﹤0.01% 452
2023
Q1 		$2.63K Sell
209
-74
-26% -$927 ﹤0.01% 564
2022
Q4 		$3.29K Buy
283
+130
+85% +$1.67K ﹤0.01% 470
2022
Q3 		$2K Sell
153
-234
-60% -$3.27K ﹤0.01% 626
2022
Q2 		$4K Buy
387
+59
+18% +$808 ﹤0.01% 475
2022
Q1 		$6K Sell
328
-3,863
-92% -$73.5K ﹤0.01% 431
2021
Q4 		$87K Buy
4,191
+191
+5% +$3.52K 0.04% 164
2021
Q3 		$57K Buy
+4,000
New +$54.4K 0.03% 192

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Disciplined Investments's F Position: Q3 2023 in Review

Disciplined Investments sold out of Ford (F) in Q3 2023, closing a stake of 267 shares — an estimated $4.04K sold.

Disciplined Investments first reported a position in F in Q3 2021 and held it in 8 quarters. The position peaked at $87K in Q4 2021. 1,670 funds tracked by Wall St. Rank hold F as of Q3 2023.

  • Disciplined Investments reported no remaining Ford position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 267 Ford shares in Q3 2023, an estimated $4.04K.
  • Disciplined Investments first reported a position in Ford in Q3 2021 and held it in 8 quarters.
  • Disciplined Investments's Ford position peaked at $87K in Q4 2021.
  • 1,670 funds tracked by Wall St. Rank held Ford as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.