Mount Vernon Associates’s Ford F Stock Holding History

Mount Vernon Associates’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 Q2	–	Sell	-20,750	Closed	-$276K	–	55
2024 Q1	$276K	Hold	20,750	–	–	0.23%	48
2023 Q4	$253K	Sell	20,750 -1,000	-5%	-$11.1K	0.25%	48
2023 Q3	$270K	Hold	21,750	–	–	0.3%	45
2023 Q2	$329K	Buy	21,750 +500	+2%	+$6.33K	0.35%	42
2023 Q1	$268K	Sell	21,250 -1,000	-4%	-$12.5K	0.32%	46
2022 Q4	$259K	Hold	22,250	–	–	0.33%	44
2022 Q3	$249K	Hold	22,250	–	–	0.32%	42
2022 Q2	$248K	Hold	22,250	–	–	0.3%	45
2022 Q1	$376K	Buy	22,250 +1,500	+7%	+$28.5K	0.36%	41
2021 Q4	$431K	Buy	20,750 +1,100	+6%	+$20.2K	0.37%	38
2021 Q3	$278K	Hold	19,650	–	–	0.25%	45
2021 Q2	$292K	Hold	19,650	–	–	0.27%	46
2021 Q1	$241K	Hold	19,650	–	–	0.24%	48
2020 Q4	$173K	Buy	19,650 +4,000	+26%	+$33.5K	0.18%	52
2020 Q3	$104K	Hold	15,650	–	–	0.12%	51
2020 Q2	$95K	Sell	15,650 -500	-3%	-$2.77K	0.12%	48
2020 Q1	$78K	Sell	16,150 -900	-5%	-$6.75K	0.13%	45
2019 Q4	$159K	Hold	17,050	–	–	0.22%	47
2019 Q3	$156K	Hold	17,050	–	–	0.23%	47
2019 Q2	$174K	Hold	17,050	–	–	0.26%	49
2019 Q1	$150K	Hold	17,050	–	–	0.23%	51
2018 Q4	$130K	Sell	17,050 -235	-1%	-$2.09K	0.23%	50
2018 Q3	$160K	Hold	17,285	–	–	0.24%	51
2018 Q2	$191K	Sell	17,285 -6,000	-26%	-$68.7K	0.3%	51
2018 Q1	$258K	Hold	23,285	–	–	0.4%	42
2017 Q4	$291K	Hold	23,285	–	–	0.44%	40
2017 Q3	$279K	Sell	23,285 -2,565	-10%	-$28.9K	0.46%	42
2017 Q2	$289K	Sell	25,850 -200	-0.8%	-$2.23K	0.52%	42
2017 Q1	$303K	Hold	26,050	–	–	0.56%	43
2016 Q4	$316K	Hold	26,050	–	–	0.62%	41
2016 Q3	$314K	Hold	26,050	–	–	0.65%	43
2016 Q2	$327K	Sell	26,050 -100	-0.4%	-$1.32K	0.7%	41
2016 Q1	$353K	Hold	26,150	–	–	0.78%	41
2015 Q4	$368K	Hold	26,150	–	–	0.81%	42
2015 Q3	$355K	Buy	26,150 +1,000	+4%	+$14.3K	0.82%	43
2015 Q2	$378K	Hold	25,150	–	–	0.82%	44
2015 Q1	$406K	Buy	25,150 +7,700	+44%	+$122K	0.88%	41
2014 Q4	$270K	Buy	17,450 +1,000	+6%	+$14.7K	0.62%	46
2014 Q3	$243K	Buy	16,450 +300	+2%	+$5.13K	0.6%	46
2014 Q2	$278K	Buy	16,150 +200	+1%	+$3.25K	0.71%	45
2014 Q1	$249K	Buy	15,950 +1,500	+10%	+$23.2K	0.65%	45
2013 Q4	$223K	Buy	14,450 +200	+1%	+$3.35K	0.58%	47
2013 Q3	$240K	Sell	14,250 -12,300	-46%	-$208K	0.73%	43
2013 Q2	$411K	Buy	+26,550	New	+$381K	0.44%	42

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mount Vernon Associates's F Position: Q2 2024 in Review

Mount Vernon Associates sold out of Ford (F) in Q2 2024, closing a stake of 20,750 shares — an estimated $276K sold.

Mount Vernon Associates first reported a position in F in Q2 2013 and held it in 44 quarters. The position peaked at $431K in Q4 2021. 1,644 funds tracked by Wall St. Rank hold F as of Q2 2024.

Mount Vernon Associates reported no remaining Ford position as of Q2 2024 after selling out during the quarter.
Mount Vernon Associates sold 20,750 Ford shares in Q2 2024, an estimated $276K.
Mount Vernon Associates first reported a position in Ford in Q2 2013 and held it in 44 quarters.
Mount Vernon Associates's Ford position peaked at $431K in Q4 2021.
1,644 funds tracked by Wall St. Rank held Ford as of Q2 2024.

Based on Mount Vernon Associates's 13F filing for Q2 2024, filed 19 Jul 2024.