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

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

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 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 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 Oslo, Norway $935B AUM