LK
F icon

Lumbard & Kellner’s Ford F Stock Holding History

Lumbard & Kellner’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 		– Sell
-14,650
Closed -$155K – 82
2024
Q3 		$155K Buy
+14,650
New +$168K 0.07% 79
2017
Q4 		– Sell
-133,924
Closed -$1.6M – 86
2017
Q3 		$1.6M Sell
133,924
-1,720
-1% -$19.4K 0.87% 34
2017
Q2 		$1.52M Sell
135,644
-25
-0% -$279 0.87% 33
2017
Q1 		$1.58M Sell
135,669
-550
-0.4% -$6.83K 0.93% 31
2016
Q4 		$1.65M Hold
136,219
– – 1.07% 29
2016
Q3 		$1.64M Hold
136,219
– – 1.13% 27
2016
Q2 		$1.71M Sell
136,219
-4,325
-3% -$57K 1.26% 27
2016
Q1 		$1.9M Sell
140,544
-525
-0.4% -$6.61K 1.39% 25
2015
Q4 		$1.99M Buy
141,069
+500
+0.4% +$7.24K 1.46% 26
2015
Q3 		$1.91M Buy
140,569
+550
+0.4% +$7.86K 1.52% 25
2015
Q2 		$2.1M Sell
140,019
-1,400
-1% -$21.7K 1.5% 27
2015
Q1 		$2.28M Sell
141,419
-275
-0.2% -$4.34K 1.64% 26
2014
Q4 		$2.2M Sell
141,694
-50
-0% -$737 1.55% 30
2014
Q3 		$2.1M Buy
141,744
+550
+0.4% +$9.4K 1.48% 26
2014
Q2 		$2.44M Sell
141,194
-1,131
-0.8% -$18.4K 1.74% 23
2014
Q1 		$2.2M Hold
142,325
– – 1.88% 23
2013
Q4 		$2.2M Buy
+142,325
New +$2.39M 1.88% 23

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 $1.6B AUM 20.7% 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

Lumbard & Kellner's F Position: Q4 2024 in Review

Lumbard & Kellner sold out of Ford (F) in Q4 2024, closing a stake of 14,650 shares — an estimated $155K sold.

Lumbard & Kellner first reported a position in F in Q4 2013 and held it in 17 quarters. The position peaked at $2.44M in Q2 2014. 1,681 funds tracked by Wall St. Rank hold F as of Q4 2024.

  • Lumbard & Kellner reported no remaining Ford position as of Q4 2024 after selling out during the quarter.
  • Lumbard & Kellner sold 14,650 Ford shares in Q4 2024, an estimated $155K.
  • Lumbard & Kellner first reported a position in Ford in Q4 2013 and held it in 17 quarters.
  • Lumbard & Kellner's Ford position peaked at $2.44M in Q2 2014.
  • 1,681 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Lumbard & Kellner's 13F filing for Q4 2024, filed 14 Feb 2025.