Univest Financial’s Ford F Stock Holding History

Univest Financial’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	-13,840	Closed	-$209K	–	112
2023 Q2	$209K	Hold	13,840	–	–	0.06%	109
2023 Q1	$174K	Buy	+13,840	New	+$173K	0.05%	105

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 $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Univest Financial's F Position: Q3 2023 in Review

Univest Financial sold out of Ford (F) in Q3 2023, closing a stake of 13,840 shares — an estimated $209K sold.

Univest Financial first reported a position in F in Q1 2023 and held it in 2 quarters. The position peaked at $209K in Q2 2023. 1,670 funds tracked by Wall St. Rank hold F as of Q3 2023.

Univest Financial reported no remaining Ford position as of Q3 2023 after selling out during the quarter.
Univest Financial sold 13,840 Ford shares in Q3 2023, an estimated $209K.
Univest Financial first reported a position in Ford in Q1 2023 and held it in 2 quarters.
Univest Financial's Ford position peaked at $209K in Q2 2023.
1,670 funds tracked by Wall St. Rank held Ford as of Q3 2023.

Based on Univest Financial's 13F filing for Q3 2023, filed 8 Nov 2023.