GI
FERG icon

Gradient Investments’s Ferguson FERG Stock Holding History

Gradient Investments’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
-6
Closed -$1.16K – 1430
2023
Q4 		$1.16K Hold
6
– – ﹤0.01% 1375
2023
Q3 		$987 Hold
6
– – ﹤0.01% 1381
2023
Q2 		$944 Buy
+6
New +$855 ﹤0.01% 1381
2022
Q4 		– Sell
-6
Closed -$1K – 1547
2022
Q3 		$1K Buy
+6
New +$700 ﹤0.01% 1229

Other funds holding FERG

MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Gradient Investments's FERG Position: Q1 2024 in Review

Gradient Investments sold out of Ferguson (FERG) in Q1 2024, closing a stake of 6 shares — an estimated $1.16K sold.

Gradient Investments first reported a position in FERG in Q3 2022 and held it in 4 quarters. The position peaked at $1.16K in Q4 2023. 658 funds tracked by Wall St. Rank hold FERG as of Q1 2024.

  • Gradient Investments reported no remaining Ferguson position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 6 Ferguson shares in Q1 2024, an estimated $1.16K.
  • Gradient Investments first reported a position in Ferguson in Q3 2022 and held it in 4 quarters.
  • Gradient Investments's Ferguson position peaked at $1.16K in Q4 2023.
  • 658 funds tracked by Wall St. Rank held Ferguson as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.