S.E.E.D. Planning Group’s Ford F Stock Holding History

S.E.E.D. Planning 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
2023 Q3	–	Sell	-14,612	Closed	-$221K	–	89
2023 Q2	$221K	Buy	14,612 +1,610	+12%	+$20.4K	0.08%	82
2023 Q1	$164K	Buy	13,002 +2	+0%	+$25	0.06%	88
2022 Q4	$151K	Hold	13,000	–	–	0.07%	85
2022 Q3	$146K	Buy	+13,000	New	+$182K	0.07%	78
2021 Q3	–	Sell	-7,900	Closed	-$117K	–	92
2021 Q2	$117K	Buy	+7,900	New	+$105K	0.06%	84
2021 Q1	–	Sell	-18,470	Closed	-$162K	–	77
2020 Q4	$162K	Buy	+18,470	New	+$155K	0.1%	68

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

S.E.E.D. Planning Group's F Position: Q3 2023 in Review

S.E.E.D. Planning Group sold out of Ford (F) in Q3 2023, closing a stake of 14,612 shares — an estimated $221K sold.

S.E.E.D. Planning Group first reported a position in F in Q4 2020 and held it in 6 quarters. The position peaked at $221K in Q2 2023. 1,670 funds tracked by Wall St. Rank hold F as of Q3 2023.

S.E.E.D. Planning Group reported no remaining Ford position as of Q3 2023 after selling out during the quarter.
S.E.E.D. Planning Group sold 14,612 Ford shares in Q3 2023, an estimated $221K.
S.E.E.D. Planning Group first reported a position in Ford in Q4 2020 and held it in 6 quarters.
S.E.E.D. Planning Group's Ford position peaked at $221K in Q2 2023.
1,670 funds tracked by Wall St. Rank held Ford as of Q3 2023.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2023, filed 17 Oct 2023.