MilWealth Group’s Ford F Stock Holding History

MilWealth 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
2020 Q1	–	Sell	-258	Closed	-$2.4K	–	80
2019 Q4	$2.4K	Hold	258	–	–	﹤0.01%	64
2019 Q3	$2.36K	Hold	258	–	–	﹤0.01%	63
2019 Q2	$2.64K	Hold	258	–	–	﹤0.01%	59
2019 Q1	$2.27K	Hold	258	–	–	﹤0.01%	61
2018 Q4	$1.97K	Buy	+258	New	+$2.3K	﹤0.01%	69

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

MilWealth Group's F Position: Q1 2020 in Review

MilWealth Group sold out of Ford (F) in Q1 2020, closing a stake of 258 shares — an estimated $2.4K sold.

MilWealth Group first reported a position in F in Q4 2018 and held it in 5 quarters. The position peaked at $2.64K in Q2 2019. 1,114 funds tracked by Wall St. Rank hold F as of Q1 2020.

MilWealth Group reported no remaining Ford position as of Q1 2020 after selling out during the quarter.
MilWealth Group sold 258 Ford shares in Q1 2020, an estimated $2.4K.
MilWealth Group first reported a position in Ford in Q4 2018 and held it in 5 quarters.
MilWealth Group's Ford position peaked at $2.64K in Q2 2019.
1,114 funds tracked by Wall St. Rank held Ford as of Q1 2020.

Based on MilWealth Group's 13F filing for Q1 2020, filed 9 May 2023.