UAS
F icon

United Asset Strategies’s Ford F Stock Holding History

United Asset Strategies’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
Q2 		– Sell
-10,144
Closed -$128K – 236
2023
Q1 		$128K Buy
+10,144
New +$127K 0.02% 216
2021
Q4 		– Sell
-10,009
Closed -$142K – 217
2021
Q3 		$142K Buy
+10,009
New +$136K 0.02% 194
2021
Q1 		– Sell
-38,896
Closed -$342K – 218
2020
Q4 		$342K Buy
38,896
+536
+1% +$4.49K 0.05% 165
2020
Q3 		$255K Sell
38,360
-10,355
-21% -$70.1K 0.05% 172
2020
Q2 		$296K Buy
48,715
+33,483
+220% +$185K 0.06% 154
2020
Q1 		$74K Buy
15,232
+1,255
+9% +$9.41K 0.02% 168
2019
Q4 		$130K Buy
13,977
+3,199
+30% +$28.8K 0.03% 195
2019
Q3 		$99K Sell
10,778
-1,998
-16% -$19K 0.02% 177
2019
Q2 		$131K Sell
12,776
-798
-6% -$7.87K 0.03% 183
2019
Q1 		$119K Buy
+13,574
New +$117K 0.03% 197
2017
Q1 		– Sell
-77,577
Closed -$941K – 151
2016
Q4 		$941K Buy
77,577
+1,076
+1% +$13.1K 0.31% 75
2016
Q3 		$923K Buy
76,501
+6,564
+9% +$82.8K 0.32% 69
2016
Q2 		$879K Buy
69,937
+18,576
+36% +$245K 0.33% 67
2016
Q1 		$693K Buy
51,361
+821
+2% +$10.3K 0.31% 69
2015
Q4 		$712K Sell
50,540
-1,036
-2% -$15K 0.31% 75
2015
Q3 		$700K Sell
51,576
-7,502
-13% -$107K 0.32% 71
2015
Q2 		$887K Buy
+59,078
New +$916K 0.4% 68
2015
Q1 		– Sell
-55,433
Closed -$859K – 117
2014
Q4 		$859K Buy
55,433
+5,008
+10% +$73.8K 0.37% 70
2014
Q3 		$746K Buy
+50,425
New +$862K 0.33% 76
2014
Q1 		– Sell
-264,175
Closed -$4.08M – 107
2013
Q4 		$4.08M Buy
264,175
+134,135
+103% +$2.25M 2.8% 7
2013
Q3 		$2.19M Buy
130,040
+3,736
+3% +$63.1K 1.39% 24
2013
Q2 		$1.95M Buy
+126,304
New +$1.81M 1.29% 29

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

United Asset Strategies's F Position: Q2 2023 in Review

United Asset Strategies sold out of Ford (F) in Q2 2023, closing a stake of 10,144 shares — an estimated $128K sold.

United Asset Strategies first reported a position in F in Q2 2013 and held it in 22 quarters. The position peaked at $4.08M in Q4 2013. 1,648 funds tracked by Wall St. Rank hold F as of Q2 2023.

  • United Asset Strategies reported no remaining Ford position as of Q2 2023 after selling out during the quarter.
  • United Asset Strategies sold 10,144 Ford shares in Q2 2023, an estimated $128K.
  • United Asset Strategies first reported a position in Ford in Q2 2013 and held it in 22 quarters.
  • United Asset Strategies's Ford position peaked at $4.08M in Q4 2013.
  • 1,648 funds tracked by Wall St. Rank held Ford as of Q2 2023.

Based on United Asset Strategies's 13F filing for Q2 2023, filed 25 Jul 2023.