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Sage Investment Advisers’s Ford F Stock Holding History

Sage Investment Advisers’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
Q1 		– Sell
-12,532
Closed -$146K – 66
2022
Q4 		$146K Sell
12,532
-4,608
-27% -$59.2K 0.21% 61
2022
Q3 		$192K Buy
17,140
+222
+1% +$3.11K 0.3% 56
2022
Q2 		$188K Sell
16,918
-7,070
-29% -$96.8K 0.29% 59
2022
Q1 		$406K Buy
23,988
+9,981
+71% +$190K 0.54% 46
2021
Q4 		$291K Buy
+14,007
New +$258K 0.37% 57

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sage Investment Advisers's F Position: Q1 2023 in Review

Sage Investment Advisers sold out of Ford (F) in Q1 2023, closing a stake of 12,532 shares — an estimated $146K sold.

Sage Investment Advisers first reported a position in F in Q4 2021 and held it in 5 quarters. The position peaked at $406K in Q1 2022. 1,655 funds tracked by Wall St. Rank hold F as of Q1 2023.

  • Sage Investment Advisers reported no remaining Ford position as of Q1 2023 after selling out during the quarter.
  • Sage Investment Advisers sold 12,532 Ford shares in Q1 2023, an estimated $146K.
  • Sage Investment Advisers first reported a position in Ford in Q4 2021 and held it in 5 quarters.
  • Sage Investment Advisers's Ford position peaked at $406K in Q1 2022.
  • 1,655 funds tracked by Wall St. Rank held Ford as of Q1 2023.

Based on Sage Investment Advisers's 13F filing for Q1 2023, filed 10 Apr 2023.