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Everhart Financial Group’s Ford F Stock Holding History

Everhart Financial Group’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 		– Sell
-17,866
Closed -$218K – 278
2023
Q4 		$218K Buy
17,866
+6,345
+55% +$70.6K 0.08% 228
2023
Q3 		$143K Sell
11,521
-1,088
-9% -$14.1K 0.06% 211
2023
Q2 		$191K Buy
12,609
+75
+0.6% +$949 0.08% 212
2023
Q1 		$158K Buy
12,534
+185
+1% +$2.32K 0.07% 203
2022
Q4 		$144K Sell
12,349
-5,320
-30% -$68.3K 0.07% 178
2022
Q3 		$198K Buy
17,669
+3,457
+24% +$48.4K 0.11% 194
2022
Q2 		$158K Buy
+14,212
New +$195K 0.1% 183
2021
Q1 		– Sell
-11,637
Closed -$102K – 84
2020
Q4 		$102K Buy
+11,637
New +$97.4K 0.09% 79

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Everhart Financial Group's F Position: Q1 2024 in Review

Everhart Financial Group sold out of Ford (F) in Q1 2024, closing a stake of 17,866 shares — an estimated $218K sold.

Everhart Financial Group first reported a position in F in Q4 2020 and held it in 8 quarters. The position peaked at $218K in Q4 2023. 1,685 funds tracked by Wall St. Rank hold F as of Q1 2024.

  • Everhart Financial Group reported no remaining Ford position as of Q1 2024 after selling out during the quarter.
  • Everhart Financial Group sold 17,866 Ford shares in Q1 2024, an estimated $218K.
  • Everhart Financial Group first reported a position in Ford in Q4 2020 and held it in 8 quarters.
  • Everhart Financial Group's Ford position peaked at $218K in Q4 2023.
  • 1,685 funds tracked by Wall St. Rank held Ford as of Q1 2024.

Based on Everhart Financial Group's 13F filing for Q1 2024, filed 13 May 2024.