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Lake Street Advisors Group’s Ford F Stock Holding History

Lake Street Advisors 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
2024
Q4 		$255K Sell
25,780
-1,961
-7% -$20.9K 0.01% 502
2024
Q3 		$293K Sell
27,741
-3,698
-12% -$42.3K 0.01% 460
2024
Q2 		$394K Buy
31,439
+709
+2% +$8.77K 0.02% 378
2024
Q1 		$408K Buy
30,730
+3,407
+12% +$41.3K 0.02% 375
2023
Q4 		$333K Sell
27,323
-738
-3% -$8.21K 0.02% 408
2023
Q3 		$349K Sell
28,061
-1,738
-6% -$22.6K 0.02% 222
2023
Q2 		$451K Sell
29,799
-6,407
-18% -$81.1K 0.02% 214
2023
Q1 		$456K Buy
36,206
+376
+1% +$4.71K 0.03% 200
2022
Q4 		$417K Sell
35,830
-1,699
-5% -$21.8K 0.03% 200
2022
Q3 		$420K Buy
37,529
+8,818
+31% +$123K 0.03% 196
2022
Q2 		$320K Sell
28,711
-1,088
-4% -$14.9K 0.02% 183
2022
Q1 		$504K Buy
29,799
+4,105
+16% +$78.1K 0.03% 171
2021
Q4 		$534K Buy
25,694
+1,564
+6% +$28.8K 0.03% 169
2021
Q3 		$342K Buy
24,130
+9,644
+67% +$131K 0.04% 137
2021
Q2 		$201K Buy
14,486
+260
+2% +$3.46K 0.01% 316
2021
Q1 		$174K Buy
14,226
+1,248
+10% +$14.3K 0.01% 317
2020
Q4 		$114K Buy
12,978
+1,053
+9% +$8.82K 0.01% 306
2020
Q3 		$79K Sell
11,925
-1,323
-10% -$8.96K 0.01% 284
2020
Q2 		$81K Buy
+13,248
New +$73.4K 0.01% 272
2020
Q1 		– Sell
-10,087
Closed -$94K – 261
2019
Q4 		$94K Buy
+10,087
New +$90.7K 0.01% 252
2019
Q3 		– Sell
-10,722
Closed -$110K – 234
2019
Q2 		$110K Buy
+10,722
New +$106K 0.01% 224
2018
Q3 		– Sell
-10,476
Closed -$116K – 252
2018
Q2 		$116K Sell
10,476
-432
-4% -$4.95K 0.01% 325
2018
Q1 		$121K Buy
10,908
+541
+5% +$6.1K 0.01% 307
2017
Q4 		$129K Buy
+10,367
New +$128K 0.01% 316

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lake Street Advisors Group's F Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Ford (F) stake by 7.1% in Q4 2024, selling an estimated $20.9K and leaving 25,780 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #502.

Lake Street Advisors Group first reported a position in F in Q4 2017 and has held it in 24 quarters since. The position peaked at $534K in Q4 2021. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2024.

  • Lake Street Advisors Group held 25,780 shares of Ford worth $255K as of Q4 2024.
  • Lake Street Advisors Group sold 1,961 Ford shares in Q4 2024, an estimated $20.9K.
  • Ford made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #502 holding.
  • Lake Street Advisors Group first reported a position in Ford in Q4 2017 and has held it in 24 quarters since.
  • Lake Street Advisors Group's Ford position peaked at $534K in Q4 2021.
  • 1,682 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.