EFMC
F icon

Empire Financial Management Company’s Ford F Stock Holding History

Empire Financial Management Company’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
-17,528
Closed -$218K – 192
2023
Q3 		$218K Sell
17,528
-24,500
-58% -$318K 0.09% 184
2023
Q2 		$636K Sell
42,028
-15,799
-27% -$200K 0.25% 102
2023
Q1 		$729K Buy
+57,827
New +$724K 0.3% 88

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 $3.38T AUM 44.17% 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

Empire Financial Management Company's F Position: Q4 2023 in Review

Empire Financial Management Company sold out of Ford (F) in Q4 2023, closing a stake of 17,528 shares — an estimated $218K sold.

Empire Financial Management Company first reported a position in F in Q1 2023 and held it in 3 quarters. The position peaked at $729K in Q1 2023. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2023.

  • Empire Financial Management Company reported no remaining Ford position as of Q4 2023 after selling out during the quarter.
  • Empire Financial Management Company sold 17,528 Ford shares in Q4 2023, an estimated $218K.
  • Empire Financial Management Company first reported a position in Ford in Q1 2023 and held it in 3 quarters.
  • Empire Financial Management Company's Ford position peaked at $729K in Q1 2023.
  • 1,682 funds tracked by Wall St. Rank held Ford as of Q4 2023.

Based on Empire Financial Management Company's 13F filing for Q4 2023, filed 15 Feb 2024.