Elm Advisors’s Ford F Stock Holding History

Elm Advisors’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
2021 Q1	–	Sell	-2,000	Closed	-$18K	–	154
2020 Q4	$18K	Buy	+2,000	New	+$16.7K	0.01%	210
2018 Q4	–	Sell	-2,000	Closed	-$18K	–	147
2018 Q3	$18K	Buy	+2,000	New	+$20K	0.01%	229

Other funds holding F

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Elm Advisors's F Position: Q1 2021 in Review

Elm Advisors sold out of Ford (F) in Q1 2021, closing a stake of 2,000 shares — an estimated $18K sold.

Elm Advisors first reported a position in F in Q3 2018 and held it in 2 quarters. The position peaked at $18K in Q4 2020. 1,288 funds tracked by Wall St. Rank hold F as of Q1 2021.

Elm Advisors reported no remaining Ford position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 2,000 Ford shares in Q1 2021, an estimated $18K.
Elm Advisors first reported a position in Ford in Q3 2018 and held it in 2 quarters.
Elm Advisors's Ford position peaked at $18K in Q4 2020.
1,288 funds tracked by Wall St. Rank held Ford as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.