Evermay Wealth Management’s Ferguson FERG Stock Holding History

Evermay Wealth Management’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
2022 Q2	–	Sell	-948	Closed	-$127K	–	532
2022 Q1	$127K	Buy	+948	New	+$146K	0.02%	228

Other funds holding FERG

TFM

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PAMS

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

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

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

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Evermay Wealth Management's FERG Position: Q2 2022 in Review

Evermay Wealth Management sold out of Ferguson (FERG) in Q2 2022, closing a stake of 948 shares — an estimated $127K sold.

Evermay Wealth Management first reported a position in FERG in Q1 2022 and held it in 1 quarter. The position peaked at $127K in Q1 2022. 316 funds tracked by Wall St. Rank hold FERG as of Q2 2022.

Evermay Wealth Management reported no remaining Ferguson position as of Q2 2022 after selling out during the quarter.
Evermay Wealth Management sold 948 Ferguson shares in Q2 2022, an estimated $127K.
Evermay Wealth Management first reported a position in Ferguson in Q1 2022 and held it in 1 quarter.
Evermay Wealth Management's Ferguson position peaked at $127K in Q1 2022.
316 funds tracked by Wall St. Rank held Ferguson as of Q2 2022.

Based on Evermay Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.