Berman Capital Advisors’s Ferguson FERG Stock Holding History

Berman Capital Advisors’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
2021 Q3	$21K	Buy	157 +5	+3%	+$712	﹤0.01%	960
2021 Q2	$21K	Buy	152 +5	+3%	+$664	﹤0.01%	885
2021 Q1	$17K	Buy	+147	New	+$17.9K	﹤0.01%	838

Other funds holding FERG

TFM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Berman Capital Advisors's FERG Position: Q3 2021 in Review

Berman Capital Advisors increased its Ferguson (FERG) stake by 3.3% in Q3 2021, buying an estimated $712 and bringing the position to 157 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Berman Capital Advisors first reported a position in FERG in Q1 2021 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold FERG as of Q3 2021.

Berman Capital Advisors held 157 shares of Ferguson worth $21K as of Q3 2021.
Berman Capital Advisors bought 5 Ferguson shares in Q3 2021, an estimated $712.
Ferguson made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #960 holding.
Berman Capital Advisors first reported a position in Ferguson in Q1 2021 and has held it in 3 quarters since.
211 funds tracked by Wall St. Rank held Ferguson as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.