United Capital Management of KS’s Ford F Stock Holding History

United Capital Management of KS’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	–	Sell	-187,632	Closed	-$2.84M	–	76
2023 Q2	$2.84M	Buy	187,632 +11,450	+6%	+$145K	0.91%	44
2023 Q1	$2.22M	Buy	176,182 +9,282	+6%	+$116K	0.83%	45
2022 Q4	$1.94M	Buy	166,900 +11,592	+7%	+$149K	0.8%	46
2022 Q3	$1.74M	Buy	+155,308	New	+$2.17M	0.81%	50
2020 Q1	–	Sell	-25,910	Closed	-$241K	–	85
2019 Q4	$241K	Buy	25,910 +2,747	+12%	+$24.7K	0.15%	99
2019 Q3	$201K	Buy	23,163 +1,679	+8%	+$15.9K	0.15%	105
2019 Q2	$218K	Buy	21,484 +1,507	+8%	+$14.9K	0.16%	102
2019 Q1	$192K	Buy	19,977 +405	+2%	+$3.48K	0.15%	104
2018 Q4	$150K	Buy	19,572 +610	+3%	+$5.44K	0.14%	102
2018 Q3	$185K	Buy	+18,962	New	+$190K	0.15%	116

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

United Capital Management of KS's F Position: Q3 2023 in Review

United Capital Management of KS sold out of Ford (F) in Q3 2023, closing a stake of 187,632 shares — an estimated $2.84M sold.

United Capital Management of KS first reported a position in F in Q3 2018 and held it in 10 quarters. The position peaked at $2.84M in Q2 2023. 1,670 funds tracked by Wall St. Rank hold F as of Q3 2023.

United Capital Management of KS reported no remaining Ford position as of Q3 2023 after selling out during the quarter.
United Capital Management of KS sold 187,632 Ford shares in Q3 2023, an estimated $2.84M.
United Capital Management of KS first reported a position in Ford in Q3 2018 and held it in 10 quarters.
United Capital Management of KS's Ford position peaked at $2.84M in Q2 2023.
1,670 funds tracked by Wall St. Rank held Ford as of Q3 2023.

Based on United Capital Management of KS's 13F filing for Q3 2023, filed 3 Nov 2023.