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Steward Financial Group’s Ford F Stock Holding History

Steward Financial 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 		$9K Sell
747
-101
-12% -$1.31K ﹤0.01% 401
2023
Q2 		$12K Buy
+848
New +$10.7K ﹤0.01% 330
2022
Q3 		– Sell
-744
Closed -$8K – 501
2022
Q2 		$8K Buy
+744
New +$10.2K 0.01% 270

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Steward Financial Group's F Position: Q3 2023 in Review

Steward Financial Group reduced its Ford (F) stake by 12% in Q3 2023, selling an estimated $1.31K and leaving 747 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Steward Financial Group first reported a position in F in Q2 2022 and has held it in 3 quarters since. The position peaked at $12K in Q2 2023. 1,670 funds tracked by Wall St. Rank hold F as of Q3 2023.

  • Steward Financial Group held 747 shares of Ford worth $9K as of Q3 2023.
  • Steward Financial Group sold 101 Ford shares in Q3 2023, an estimated $1.31K.
  • Ford made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #401 holding.
  • Steward Financial Group first reported a position in Ford in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Ford position peaked at $12K in Q2 2023.
  • 1,670 funds tracked by Wall St. Rank held Ford as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.