Lafayette Investments’s Ford F Stock Holding History

Lafayette Investments’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 Q1	–	Sell	-11,450	Closed	-$113K	–	148
2024 Q4	$113K	Sell	11,450 -400	-3%	-$4.27K	0.02%	147
2024 Q3	$125K	Sell	11,850 -750	-6%	-$8.58K	0.03%	143
2024 Q2	$158K	Hold	12,600	–	–	0.04%	138
2024 Q1	$167K	Sell	12,600 -350	-3%	-$4.24K	0.04%	136
2023 Q4	$158K	Buy	12,950 +1,000	+8%	+$11.1K	0.04%	131
2023 Q3	$148K	Sell	11,950 -750	-6%	-$9.74K	0.04%	125
2023 Q2	$192K	Hold	12,700	–	–	0.05%	122
2023 Q1	$160K	Sell	12,700 -4,000	-24%	-$50.1K	0.04%	119
2022 Q4	$194K	Buy	16,700 +5,000	+43%	+$64.2K	0.05%	116
2022 Q3	$131K	Hold	11,700	–	–	0.04%	113
2022 Q2	$130K	Sell	11,700 -1,000	-8%	-$13.7K	0.04%	118
2022 Q1	$215K	Sell	12,700 -1,500	-11%	-$28.5K	0.05%	121
2021 Q4	$295K	Buy	+14,200	New	+$261K	0.07%	104

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Norges Bank Oslo, Norway $935B AUM