Westwood Holdings Group’s Ford F Stock Holding History

Westwood Holdings 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
2024 Q4	–	Sell	-71,324	Closed	-$753K	–	491
2024 Q3	$753K	Buy	71,324 +5,654	+9%	+$64.7K	﹤0.01%	376
2024 Q2	$824K	Buy	65,670 +22,279	+51%	+$276K	﹤0.01%	361
2024 Q1	$576K	Sell	43,391 -2,852	-6%	-$34.6K	﹤0.01%	388
2023 Q4	$564K	Sell	46,243 -80,810	-64%	-$899K	﹤0.01%	384
2023 Q3	$1.58M	Sell	127,053 -2,588	-2%	-$33.6K	0.01%	316
2023 Q2	$1.96M	Sell	129,641 -6,943	-5%	-$87.8K	0.02%	301
2023 Q1	$1.72M	Buy	136,584 +19,237	+16%	+$241K	0.02%	309
2022 Q4	$1.36M	Buy	117,347 +8,053	+7%	+$103K	0.01%	330
2022 Q3	$1.22M	Sell	109,294 -699	-0.6%	-$9.78K	0.01%	302
2022 Q2	$1.23M	Buy	109,993 +17,508	+19%	+$240K	0.01%	327
2022 Q1	$1.56M	Buy	92,485 +27,817	+43%	+$529K	0.01%	327
2021 Q4	$1.34M	Buy	+64,668	New	+$1.19M	0.01%	330
2018 Q1	–	Sell	-37,300	Closed	-$466K	–	428
2017 Q4	$466K	Hold	37,300	–	–	﹤0.01%	356
2017 Q3	$446K	Sell	37,300 -1,200	-3%	-$13.5K	﹤0.01%	352
2017 Q2	$430K	Buy	+38,500	New	+$430K	﹤0.01%	358
2016 Q3	–	Sell	-11,620	Closed	-$146K	–	478
2016 Q2	$146K	Sell	11,620 -462	-4%	-$6.09K	﹤0.01%	374
2016 Q1	$163K	Hold	12,082	–	–	﹤0.01%	362
2015 Q4	$170K	Buy	+12,082	New	+$175K	﹤0.01%	368

Other funds holding F

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return