Blueprint Investment Partners’s Ferguson FERG Stock Holding History

Blueprint Investment Partners’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
2024 Q1	–	Sell	-1,072	Closed	-$207K	–	145
2023 Q4	$207K	Sell	1,072 -1,725	-62%	-$291K	0.06%	133
2023 Q3	$460K	Sell	2,797 -254	-8%	-$40.1K	0.15%	69
2023 Q2	$480K	Buy	3,051 +1,520	+99%	+$216K	0.17%	84
2023 Q1	$205K	Buy	+1,531	New	+$213K	0.05%	224

Other funds holding FERG

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Blueprint Investment Partners's FERG Position: Q1 2024 in Review

Blueprint Investment Partners sold out of Ferguson (FERG) in Q1 2024, closing a stake of 1,072 shares — an estimated $207K sold.

Blueprint Investment Partners first reported a position in FERG in Q1 2023 and held it in 4 quarters. The position peaked at $480K in Q2 2023. 658 funds tracked by Wall St. Rank hold FERG as of Q1 2024.

Blueprint Investment Partners reported no remaining Ferguson position as of Q1 2024 after selling out during the quarter.
Blueprint Investment Partners sold 1,072 Ferguson shares in Q1 2024, an estimated $207K.
Blueprint Investment Partners first reported a position in Ferguson in Q1 2023 and held it in 4 quarters.
Blueprint Investment Partners's Ferguson position peaked at $480K in Q2 2023.
658 funds tracked by Wall St. Rank held Ferguson as of Q1 2024.

Based on Blueprint Investment Partners's 13F filing for Q1 2024, filed 13 May 2024.