Appian Way Asset Management’s Ferguson FERG Stock Holding History

Appian Way Asset Management’s Portfolio FERG Stock Details FERG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-53,280	Closed	-$6.76M	–	33
2022 Q4	$6.76M	Buy	+53,280	New	+$6.2M	2.35%	13

Other funds holding FERG

MGIM

M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Appian Way Asset Management's FERG Position: Q1 2023 in Review

Appian Way Asset Management sold out of Ferguson (FERG) in Q1 2023, closing a stake of 53,280 shares — an estimated $6.76M sold.

Appian Way Asset Management first reported a position in FERG in Q4 2022 and held it in 1 quarter. The position peaked at $6.76M in Q4 2022. 470 funds tracked by Wall St. Rank hold FERG as of Q1 2023.

Appian Way Asset Management reported no remaining Ferguson position as of Q1 2023 after selling out during the quarter.
Appian Way Asset Management sold 53,280 Ferguson shares in Q1 2023, an estimated $6.76M.
Appian Way Asset Management first reported a position in Ferguson in Q4 2022 and held it in 1 quarter.
Appian Way Asset Management's Ferguson position peaked at $6.76M in Q4 2022.
470 funds tracked by Wall St. Rank held Ferguson as of Q1 2023.

Based on Appian Way Asset Management's 13F filing for Q1 2023, filed 15 May 2023.