CX Institutional’s Ferguson FERG Stock Holding History

CX Institutional’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
2026 Q2	$68K	Buy	288 +6	+2%	+$1.45K	﹤0.01%	930
2026 Q1	$66K	Buy	282 +1	+0.4%	+$243	﹤0.01%	925
2025 Q4	$63K	Sell	281 -19	-6%	-$4.54K	﹤0.01%	933
2025 Q3	$67K	Buy	300 +297	+9,900%	+$67.2K	﹤0.01%	894
2025 Q2	$1K	Buy	+3	New	+$552	﹤0.01%	1180

Other funds holding FERG

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return