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 $5.7T 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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