LVM Capital Management’s Ford F Stock Holding History

LVM Capital Management’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 Q2	–	Sell	-10,582	Closed	-$133K	–	143
2023 Q1	$133K	Buy	+10,582	New	+$132K	0.02%	137
2022 Q4	–	Sell	-10,532	Closed	-$118K	–	136
2022 Q3	$118K	Buy	+10,532	New	+$147K	0.02%	128

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 $295B AUM 31.6% 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

LVM Capital Management's F Position: Q2 2023 in Review

LVM Capital Management sold out of Ford (F) in Q2 2023, closing a stake of 10,582 shares — an estimated $133K sold.

LVM Capital Management first reported a position in F in Q3 2022 and held it in 2 quarters. The position peaked at $133K in Q1 2023. 1,648 funds tracked by Wall St. Rank hold F as of Q2 2023.

LVM Capital Management reported no remaining Ford position as of Q2 2023 after selling out during the quarter.
LVM Capital Management sold 10,582 Ford shares in Q2 2023, an estimated $133K.
LVM Capital Management first reported a position in Ford in Q3 2022 and held it in 2 quarters.
LVM Capital Management's Ford position peaked at $133K in Q1 2023.
1,648 funds tracked by Wall St. Rank held Ford as of Q2 2023.

Based on LVM Capital Management's 13F filing for Q2 2023, filed 7 Jul 2023.