EFH
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Eaton Financial Holdings’s Ford F Stock Holding History

Eaton Financial Holdings’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
Q1 		$368K Buy
27,691
+4,212
+18% +$51.1K 0.19% 53
2023
Q4 		$286K Sell
23,479
-41,948
-64% -$467K 0.07% 142
2023
Q3 		$813K Buy
+65,427
New +$850K 0.22% 95
2023
Q1 		– Sell
-19,618
Closed -$228K – 56
2022
Q4 		$228K Buy
+19,618
New +$252K 0.2% 64

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Eaton Financial Holdings's F Position: Q1 2024 in Review

Eaton Financial Holdings increased its Ford (F) stake by 18% in Q1 2024, buying an estimated $51.1K and bringing the position to 27,691 shares worth $368K. The position accounts for 0.19% of the portfolio, ranked #53.

Eaton Financial Holdings first reported a position in F in Q4 2022 and has held it in 4 quarters since. The position peaked at $813K in Q3 2023. 1,682 funds tracked by Wall St. Rank hold F as of Q1 2024.

  • Eaton Financial Holdings held 27,691 shares of Ford worth $368K as of Q1 2024.
  • Eaton Financial Holdings bought 4,212 Ford shares in Q1 2024, an estimated $51.1K.
  • Ford made up 0.19% of Eaton Financial Holdings's portfolio in Q1 2024, its #53 holding.
  • Eaton Financial Holdings first reported a position in Ford in Q4 2022 and has held it in 4 quarters since.
  • Eaton Financial Holdings's Ford position peaked at $813K in Q3 2023.
  • 1,682 funds tracked by Wall St. Rank held Ford as of Q1 2024.

Based on Eaton Financial Holdings's 13F filing for Q1 2024, filed 19 Apr 2024.