Zullo Investment Group’s Ford F Stock Holding History

Zullo 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
2024 Q4	–	Sell	-10,443	Closed	-$110K	–	152
2024 Q3	$110K	Buy	10,443 +26	+0.2%	+$297	0.05%	147
2024 Q2	$131K	Sell	10,417 -2,472	-19%	-$30.6K	0.06%	147
2024 Q1	$171K	Buy	12,889 +6	+0%	+$73	0.08%	148
2023 Q4	$157K	Buy	12,883 +1,538	+14%	+$17.1K	0.08%	144
2023 Q3	$141K	Buy	11,345 +250	+2%	+$3.25K	0.08%	136
2023 Q2	$168K	Sell	11,095 -3,380	-23%	-$42.8K	0.1%	135
2023 Q1	$182K	Buy	14,475 +424	+3%	+$5.31K	0.11%	133
2022 Q4	$163K	Buy	14,051 +911	+7%	+$11.7K	0.1%	151
2022 Q3	$147K	Sell	13,140 -1,710	-12%	-$23.9K	0.09%	157
2022 Q2	$165K	Buy	14,850 +7,500	+102%	+$103K	0.1%	155
2022 Q1	$124K	Buy	7,350 +475	+7%	+$9.03K	0.06%	201
2021 Q4	$143K	Buy	+6,875	New	+$127K	0.07%	192

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