Axa
FERG icon

Axa’s Ferguson FERG Stock Holding History

Axa’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
2025
Q3 		– Sell
-111,337
Closed -$24.2M – 430
2025
Q2 		$24.2M Buy
111,337
+106,580
+2,240% +$19.6M 0.07% 244
2025
Q1 		$762K Sell
4,757
-102
-2% -$17.7K ﹤0.01% 880
2024
Q4 		$843K Sell
4,859
-43,279
-90% -$8.6M ﹤0.01% 884
2024
Q3 		$9.56M Buy
48,138
+14,755
+44% +$2.99M 0.03% 399
2024
Q2 		$6.46M Buy
33,383
+7,534
+29% +$1.58M 0.02% 478
2024
Q1 		$5.65M Buy
25,849
+7,115
+38% +$1.42M 0.02% 529
2023
Q4 		$3.62M Sell
18,734
-1,229
-6% -$207K 0.01% 618
2023
Q3 		$3.28M Buy
19,963
+1,532
+8% +$242K 0.01% 617
2023
Q2 		$2.9M Sell
18,431
-340
-2% -$48.4K 0.01% 656
2023
Q1 		$2.51M Sell
18,771
-8,393
-31% -$1.17M 0.01% 719
2022
Q4 		$3.45M Sell
27,164
-58,276
-68% -$6.78M 0.01% 680
2022
Q3 		$8.79M Sell
85,440
-78,379
-48% -$9.14M 0.03% 459
2022
Q2 		$18.1M Sell
163,819
-19,913
-11% -$2.41M 0.07% 317
2022
Q1 		$24.6M Sell
183,732
-56,317
-23% -$8.69M 0.07% 316
2021
Q4 		$43.1M Buy
240,049
+44,875
+23% +$7.03M 0.11% 215
2021
Q3 		$27.2M Sell
195,174
-63,461
-25% -$9.04M 0.08% 283
2021
Q2 		$36.1M Buy
258,635
+19,781
+8% +$2.63M 0.1% 231
2021
Q1 		$28.7M Buy
+238,854
New +$29.1M 0.09% 269

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return