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Sterling Investment Advisors (Pennsylvania)’s Ford F Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q3 		– Sell
-143,850
Closed -$1.6M – 243
2022
Q2 		$1.6M Sell
143,850
-21,000
-13% -$288K 0.55% 56
2022
Q1 		$2.79M Buy
164,850
+163,550
+12,581% +$3.11M 0.79% 40
2021
Q4 		$27K Buy
+1,300
New +$23.9K 0.01% 331
2021
Q2 		– Sell
-1,000
Closed -$12K – 546
2021
Q1 		$12K Buy
+1,000
New +$11.4K ﹤0.01% 391
2019
Q3 		– Sell
-2,130
Closed -$22K – 424
2019
Q2 		$22K Buy
2,130
+31
+1% +$306 0.01% 284
2019
Q1 		$18K Sell
2,099
-465
-18% -$3.99K 0.01% 298
2018
Q4 		$19K Sell
2,564
-3,968
-61% -$35.4K 0.01% 278
2018
Q3 		$60K Buy
6,532
+2,132
+48% +$21.3K 0.03% 205
2018
Q2 		$48K Hold
4,400
– – 0.03% 212
2018
Q1 		$49K Hold
4,400
– – 0.03% 196
2017
Q4 		$55K Hold
4,400
– – 0.03% 177
2017
Q3 		$53K Buy
4,400
+500
+13% +$5.64K 0.04% 172
2017
Q2 		$44K Sell
3,900
-4,000
-51% -$44.7K 0.03% 184
2017
Q1 		$92K Sell
7,900
-543
-6% -$6.75K 0.07% 134
2016
Q4 		$102K Buy
+8,443
New +$102K 0.08% 116

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Sterling Investment Advisors (Pennsylvania)'s F Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Ford (F) in Q3 2022, closing a stake of 143,850 shares — an estimated $1.6M sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in F in Q4 2016 and held it in 15 quarters. The position peaked at $2.79M in Q1 2022. 1,624 funds tracked by Wall St. Rank hold F as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Ford position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 143,850 Ford shares in Q3 2022, an estimated $1.6M.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Ford in Q4 2016 and held it in 15 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Ford position peaked at $2.79M in Q1 2022.
  • 1,624 funds tracked by Wall St. Rank held Ford as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.