SWM
F icon

Sugarloaf Wealth Management’s Ford F Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$113K Buy
11,435
+39
+0.3% +$416 0.02% 224
2024
Q3 		$120K Sell
11,396
-1,971
-15% -$22.6K 0.02% 224
2024
Q2 		$168K Sell
13,367
-1,320
-9% -$16.3K 0.03% 171
2024
Q1 		$195K Sell
14,687
-1,807
-11% -$21.9K 0.04% 149
2023
Q4 		$201K Buy
16,494
+36
+0.2% +$401 0.05% 134
2023
Q3 		$204K Buy
16,458
+41
+0.2% +$532 0.05% 125
2023
Q2 		$248K Sell
16,417
-2,863
-15% -$36.2K 0.06% 106
2023
Q1 		$243K Buy
19,280
+42
+0.2% +$526 0.06% 118
2022
Q4 		$224K Sell
19,238
-1,390
-7% -$17.9K 0.06% 118
2022
Q3 		$232K Sell
20,628
-1,739
-8% -$24.3K 0.06% 110
2022
Q2 		$249K Buy
22,367
+498
+2% +$6.82K 0.06% 103
2022
Q1 		$370K Sell
21,869
-772
-3% -$14.7K 0.09% 85
2021
Q4 		$470K Buy
22,641
+175
+0.8% +$3.22K 0.11% 73
2021
Q3 		$318K Buy
22,466
+1,000
+5% +$13.6K 0.08% 97
2021
Q2 		$319K Sell
21,466
-450
-2% -$5.98K 0.09% 95
2021
Q1 		$268 Buy
21,916
+450
+2% +$5.15K 0.08% 98
2020
Q4 		$189K Hold
21,466
– – 0.06% 122
2020
Q3 		$143K Hold
21,466
– – 0.05% 133
2020
Q2 		$131K Sell
21,466
-8,052
-27% -$44.6K 0.05% 139
2020
Q1 		$143K Sell
29,518
-4,529
-13% -$33.9K 0.06% 124
2019
Q4 		$317K Buy
+34,047
New +$306K 0.13% 95

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sugarloaf Wealth Management's F Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Ford (F) stake by 0.34% in Q4 2024, buying an estimated $416 and bringing the position to 11,435 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #224.

Sugarloaf Wealth Management first reported a position in F in Q4 2019 and has held it in 21 quarters since. The position peaked at $470K in Q4 2021. 1,681 funds tracked by Wall St. Rank hold F as of Q4 2024.

  • Sugarloaf Wealth Management held 11,435 shares of Ford worth $113K as of Q4 2024.
  • Sugarloaf Wealth Management bought 39 Ford shares in Q4 2024, an estimated $416.
  • Ford made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #224 holding.
  • Sugarloaf Wealth Management first reported a position in Ford in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Ford position peaked at $470K in Q4 2021.
  • 1,681 funds tracked by Wall St. Rank held Ford as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.