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Means Investment Company’s Ford F Stock Holding History

Means Investment Company’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
Q4 		– Sell
-13,830
Closed -$172K – 194
2023
Q3 		$172K Sell
13,830
-4,400
-24% -$57.1K 0.03% 191
2023
Q2 		$276K Sell
18,230
-33
-0.2% -$417 0.04% 164
2023
Q1 		$230K Buy
18,263
+601
+3% +$7.53K 0.04% 181
2022
Q4 		$205K Buy
17,662
+299
+2% +$3.84K 0.04% 189
2022
Q3 		$194K Buy
17,363
+77
+0.4% +$1.08K 0.04% 185
2022
Q2 		$192K Buy
17,286
+4,182
+32% +$57.3K 0.04% 187
2022
Q1 		$222K Sell
13,104
-2,180
-14% -$41.5K 0.04% 183
2021
Q4 		$317K Buy
15,284
+148
+1% +$2.72K 0.06% 156
2021
Q3 		$214K Buy
15,136
+1,793
+13% +$24.4K 0.04% 174
2021
Q2 		$198K Buy
13,343
+267
+2% +$3.55K 0.04% 187
2021
Q1 		$160K Buy
13,076
+794
+6% +$9.09K 0.04% 175
2020
Q4 		$141K Sell
12,282
-1,828
-13% -$15.3K 0.03% 175
2020
Q3 		$110K Sell
14,110
-5,201
-27% -$35.2K 0.03% 145
2020
Q2 		$140K Sell
19,311
-1,824
-9% -$10.1K 0.04% 140
2020
Q1 		$101K Sell
21,135
-2,126
-9% -$15.9K 0.04% 133
2019
Q4 		$213K Sell
23,261
-6,610
-22% -$59.4K 0.07% 136
2019
Q3 		$269K Sell
29,871
-4,628
-13% -$44K 0.1% 120
2019
Q2 		$350K Buy
34,499
+422
+1% +$4.16K 0.14% 102
2019
Q1 		$299K Sell
34,077
-1,694
-5% -$14.5K 0.13% 114
2018
Q4 		$274K Buy
+35,771
New +$319K 0.15% 107

Other funds holding F

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Means Investment Company's F Position: Q4 2023 in Review

Means Investment Company sold out of Ford (F) in Q4 2023, closing a stake of 13,830 shares — an estimated $172K sold.

Means Investment Company first reported a position in F in Q4 2018 and held it in 20 quarters. The position peaked at $350K in Q2 2019. 1,680 funds tracked by Wall St. Rank hold F as of Q4 2023.

  • Means Investment Company reported no remaining Ford position as of Q4 2023 after selling out during the quarter.
  • Means Investment Company sold 13,830 Ford shares in Q4 2023, an estimated $172K.
  • Means Investment Company first reported a position in Ford in Q4 2018 and held it in 20 quarters.
  • Means Investment Company's Ford position peaked at $350K in Q2 2019.
  • 1,680 funds tracked by Wall St. Rank held Ford as of Q4 2023.

Based on Means Investment Company's 13F filing for Q4 2023, filed 25 Jan 2024.