Greenwood Gearhart’s Ford F Stock Holding History

Greenwood Gearhart’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	-6,075	Closed	-$74.1K	–	158
2023 Q4	$74.1K	Buy	+6,075	New	+$67.6K	0.01%	153
2020 Q2	–	Sell	-292,004	Closed	-$1.41M	–	67
2020 Q1	$1.41M	Buy	292,004 +5,010	+2%	+$37.6K	0.46%	54
2019 Q4	$2.67M	Buy	286,994 +24,614	+9%	+$221K	0.69%	48
2019 Q3	$2.4M	Buy	262,380 +2,149	+0.8%	+$20.4K	0.66%	48
2019 Q2	$2.66M	Buy	260,231 +46,613	+22%	+$459K	0.71%	49
2019 Q1	$1.88M	Buy	213,618 +10,325	+5%	+$88.7K	0.55%	52
2018 Q4	$1.55M	Buy	203,293 +41,427	+26%	+$369K	0.52%	53
2018 Q3	$1.5M	Buy	161,866 +83,064	+105%	+$830K	0.42%	54
2018 Q2	$872K	Buy	78,802 +20,419	+35%	+$234K	0.26%	55
2018 Q1	$647K	Buy	58,383 +45,190	+343%	+$510K	0.2%	56
2017 Q4	$165K	Hold	13,193	–	–	0.05%	61
2017 Q3	$158K	Buy	+13,193	New	+$149K	0.06%	57

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

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