Koss-Olinger Consulting’s Ford F Stock Holding History

Koss-Olinger Consulting’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 Q3	–	Sell	-76,641	Closed	-$961K	–	279
2024 Q2	$961K	Buy	+76,641	New	+$948K	0.09%	104
2024 Q1	–	Sell	-74,841	Closed	-$912K	–	129
2023 Q4	$912K	Buy	74,841 +103	+0.1%	+$1.15K	0.09%	103
2023 Q3	$928K	Hold	74,738	–	–	0.14%	92
2023 Q2	$1.13M	Hold	74,738	–	–	0.13%	82
2023 Q1	$942K	Buy	+74,738	New	+$936K	0.12%	96
2021 Q4	–	Sell	-20,682	Closed	-$293K	–	232
2021 Q3	$293K	Hold	20,682	–	–	0.05%	174
2021 Q2	$307K	Buy	20,682 +3,073	+17%	+$40.9K	0.05%	182
2021 Q1	$216K	Buy	+17,609	New	+$201K	0.04%	205

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

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Koss-Olinger Consulting's F Position: Q3 2024 in Review

Koss-Olinger Consulting sold out of Ford (F) in Q3 2024, closing a stake of 76,641 shares — an estimated $961K sold.

Koss-Olinger Consulting first reported a position in F in Q1 2021 and held it in 8 quarters. The position peaked at $1.13M in Q2 2023. 1,627 funds tracked by Wall St. Rank hold F as of Q3 2024.

Koss-Olinger Consulting reported no remaining Ford position as of Q3 2024 after selling out during the quarter.
Koss-Olinger Consulting sold 76,641 Ford shares in Q3 2024, an estimated $961K.
Koss-Olinger Consulting first reported a position in Ford in Q1 2021 and held it in 8 quarters.
Koss-Olinger Consulting's Ford position peaked at $1.13M in Q2 2023.
1,627 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on Koss-Olinger Consulting's 13F filing for Q3 2024, filed 21 Oct 2024.