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Crewe Advisors’s Ferguson FERG Stock Holding History

Crewe 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
2025
Q2 		– Sell
-2
Closed -$321 – 777
2025
Q1 		$321 Hold
2
– – ﹤0.01% 666
2024
Q4 		$348 Buy
+2
New +$397 ﹤0.01% 597
2023
Q4 		– Sell
-15
Closed -$2.47K – 519
2023
Q3 		$2.47K Hold
15
– – ﹤0.01% 325
2023
Q2 		$2.36K Sell
15
-160
-91% -$22.8K ﹤0.01% 525
2023
Q1 		$23.4K Sell
175
-122
-41% -$17K ﹤0.01% 403
2022
Q4 		$37.7K Hold
297
– – 0.01% 336
2022
Q3 		$31K Buy
297
+59
+25% +$6.88K 0.01% 386
2022
Q2 		$26K Buy
+238
New +$28.8K 0.01% 376

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return