Kiwi Wealth Investments Limited Partnership’s Ford F Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q3	–	Sell	-304,861	Closed	-$4.61M	–	96
2023 Q2	$4.61M	Sell	304,861 -28,081	-8%	-$355K	0.29%	82
2023 Q1	$4.2M	Sell	332,942 -57,414	-15%	-$719K	0.27%	87
2022 Q4	$4.54M	Buy	390,356 +155,129	+66%	+$1.99M	0.3%	84
2022 Q3	$2.62M	Hold	235,227	–	–	0.18%	130
2022 Q2	$2.62M	Sell	235,227 -3,242	-1%	-$44.4K	0.18%	130
2022 Q1	$4.03M	Sell	238,469 -10,121	-4%	-$192K	0.22%	126
2021 Q4	$5.16M	Buy	+248,590	New	+$4.57M	0.24%	117
2021 Q2	–	Sell	-298,834	Closed	-$3.66M	–	251
2021 Q1	$3.66M	Sell	298,834 -204,581	-41%	-$2.34M	0.21%	121
2020 Q4	$4.42M	Buy	+503,415	New	+$4.21M	0.26%	110
2017 Q2	–	Sell	-201,445	Closed	-$2.35M	–	154
2017 Q1	$2.35M	Sell	201,445 -69,453	-26%	-$863K	0.19%	107
2016 Q4	$3.29M	Sell	270,898 -6,795	-2%	-$82.4K	0.28%	63
2016 Q3	$3.35M	Buy	+277,693	New	+$3.5M	0.29%	70

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Kiwi Wealth Investments Limited Partnership's F Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Ford (F) in Q3 2023, closing a stake of 304,861 shares — an estimated $4.61M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in F in Q3 2016 and held it in 12 quarters. The position peaked at $5.16M in Q4 2021. 1,669 funds tracked by Wall St. Rank hold F as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Ford position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 304,861 Ford shares in Q3 2023, an estimated $4.61M.
Kiwi Wealth Investments Limited Partnership first reported a position in Ford in Q3 2016 and held it in 12 quarters.
Kiwi Wealth Investments Limited Partnership's Ford position peaked at $5.16M in Q4 2021.
1,669 funds tracked by Wall St. Rank held Ford as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.