SimplyRich’s Ford F Stock Holding History

SimplyRich’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	-52,727	Closed	-$488K	–	132
2019 Q4	$488K	Buy	52,727 +15,546	+42%	+$140K	0.25%	103
2019 Q3	$338K	Buy	37,181 +1,206	+3%	+$11.5K	0.18%	121
2019 Q2	$368K	Buy	35,975 +4,230	+13%	+$41.7K	0.2%	117
2019 Q1	$279K	Buy	+31,745	New	+$273K	0.23%	72

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

SimplyRich's F Position: Q1 2020 in Review

SimplyRich sold out of Ford (F) in Q1 2020, closing a stake of 52,727 shares — an estimated $488K sold.

SimplyRich first reported a position in F in Q1 2019 and held it in 4 quarters. The position peaked at $488K in Q4 2019. 1,114 funds tracked by Wall St. Rank hold F as of Q1 2020.

SimplyRich reported no remaining Ford position as of Q1 2020 after selling out during the quarter.
SimplyRich sold 52,727 Ford shares in Q1 2020, an estimated $488K.
SimplyRich first reported a position in Ford in Q1 2019 and held it in 4 quarters.
SimplyRich's Ford position peaked at $488K in Q4 2019.
1,114 funds tracked by Wall St. Rank held Ford as of Q1 2020.

Based on SimplyRich's 13F filing for Q1 2020, filed 6 May 2020.