Zuckerman Investment Group’s Ford F Stock Holding History

Zuckerman Investment 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
2023 Q4	–	Sell	-25,071	Closed	-$311K	–	136
2023 Q3	$311K	Buy	25,071 +716	+3%	+$9.3K	0.04%	102
2023 Q2	$368K	Buy	24,355 +855	+4%	+$10.8K	0.05%	99
2023 Q1	$296K	Hold	23,500	–	–	0.05%	98
2022 Q4	$273K	Hold	23,500	–	–	0.04%	108
2022 Q3	$263K	Hold	23,500	–	–	0.05%	101
2022 Q2	$262K	Hold	23,500	–	–	0.05%	90
2022 Q1	$397K	Buy	+23,500	New	+$447K	0.06%	82
2021 Q2	–	Sell	-23,500	Closed	-$288K	–	116
2021 Q1	$288K	Buy	+23,500	New	+$269K	0.05%	91

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

Zuckerman Investment Group's F Position: Q4 2023 in Review

Zuckerman Investment Group sold out of Ford (F) in Q4 2023, closing a stake of 25,071 shares — an estimated $311K sold.

Zuckerman Investment Group first reported a position in F in Q1 2021 and held it in 8 quarters. The position peaked at $397K in Q1 2022. 1,682 funds tracked by Wall St. Rank hold F as of Q4 2023.

Zuckerman Investment Group reported no remaining Ford position as of Q4 2023 after selling out during the quarter.
Zuckerman Investment Group sold 25,071 Ford shares in Q4 2023, an estimated $311K.
Zuckerman Investment Group first reported a position in Ford in Q1 2021 and held it in 8 quarters.
Zuckerman Investment Group's Ford position peaked at $397K in Q1 2022.
1,682 funds tracked by Wall St. Rank held Ford as of Q4 2023.

Based on Zuckerman Investment Group's 13F filing for Q4 2023, filed 14 Feb 2024.