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KCPG
Kavar Capital Partners Group’s
Ford
F
Stock Holding History
Kavar Capital Partners 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
2023
Q2
–
Sell
-10,871
Closed
-$137K
–
152
2023
Q1
$137K
Sell
10,871
-450
-4%
-$5.63K
0.03%
156
2022
Q4
$132K
Buy
11,321
+221
+2%
+$2.84K
0.03%
144
2022
Q3
$124K
Hold
11,100
–
–
0.03%
138
2022
Q2
$124K
Buy
11,100
+1,000
+10%
+$13.7K
0.03%
162
2022
Q1
$171K
Buy
+10,100
New
+$192K
0.04%
154
2019
Q3
–
Sell
-723
Closed
-$7K
–
236
2019
Q2
$7K
Buy
+723
New
+$7.13K
﹤0.01%
394
2018
Q3
–
Sell
-1,123
Closed
-$12K
–
199
2018
Q2
$12K
Hold
1,123
–
–
0.01%
305
2018
Q1
$12K
Buy
+1,123
New
+$12.7K
0.01%
303
2016
Q1
–
Sell
-78,098
Closed
-$1.1M
–
185
2015
Q4
$1.1M
Sell
78,098
-1,000
-1%
-$14.5K
0.71%
62
2015
Q3
$1.07M
Sell
79,098
-2,875
-4%
-$41.1K
0.76%
59
2015
Q2
$1.23M
Hold
81,973
–
–
0.84%
50
2015
Q1
$1.32M
Sell
81,973
-2,190
-3%
-$34.6K
1.12%
40
2014
Q4
$1.3M
Buy
84,163
+1,236
+1%
+$18.2K
1.03%
41
2014
Q3
$1.23M
Sell
82,927
-62
-0.1%
-$1.06K
1.05%
36
2014
Q2
$1.43M
Hold
82,989
–
–
1.21%
19
2014
Q1
$1.29M
Buy
82,989
+4,015
+5%
+$62.1K
1.07%
21
2013
Q4
$1.22M
Buy
+78,974
New
+$1.32M
1.09%
26
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1-Year Est. Return
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1-Year Est. Return
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Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Newport Trust Company
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$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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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
Norges Bank
Oslo, Norway
$935B AUM
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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