Gallagher Fiduciary Advisors’s Ford F Stock Holding History

Gallagher Fiduciary 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
2025 Q2	–	Sell	-88,925	Closed	-$892K	–	332
2025 Q1	$892K	Sell	88,925 -11,717	-12%	-$114K	0.03%	96
2024 Q4	$996K	Buy	100,642 +20,344	+25%	+$217K	0.2%	62
2024 Q3	$848K	Buy	80,298 +1,783	+2%	+$20.4K	0.17%	65
2024 Q2	$985K	Sell	78,515 -437	-0.6%	-$5.41K	0.22%	51
2024 Q1	$1.05M	Sell	78,952 -3,282	-4%	-$39.8K	0.04%	56
2023 Q4	$1M	Buy	82,234 +3,068	+4%	+$34.1K	0.03%	55
2023 Q3	$983K	Buy	79,166 +31,009	+64%	+$403K	0.09%	48
2023 Q2	$729K	Sell	48,157 -2,900	-6%	-$36.7K	0.06%	84
2023 Q1	$643K	Buy	+51,057	New	+$639K	0.05%	104

Other funds holding F

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

BlackRock New York $5.7T 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return