Harvest Group Wealth Management’s Ferguson FERG Stock Holding History

Harvest Group 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
2023 Q1	$2.01K	Sell	15 -6	-29%	-$834	﹤0.01%	122
2022 Q4	$2.67K	Sell	21 -7	-25%	-$815	﹤0.01%	107
2022 Q3	$3K	Sell	28 -9	-24%	-$1.05K	﹤0.01%	98
2022 Q2	$4K	Buy	37 +25	+208%	+$3.03K	﹤0.01%	104
2022 Q1	$2K	Hold	12	–	–	﹤0.01%	90
2021 Q4	$2K	Buy	+12	New	+$1.88K	﹤0.01%	71

Other funds holding FERG

MGIM

M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 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

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

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

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Harvest Group Wealth Management's FERG Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its Ferguson (FERG) stake by 29% in Q1 2023, selling an estimated $834 and leaving 15 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #122.

Harvest Group Wealth Management first reported a position in FERG in Q4 2021 and has held it in 6 quarters since. The position peaked at $4K in Q2 2022. 470 funds tracked by Wall St. Rank hold FERG as of Q1 2023.

Harvest Group Wealth Management held 15 shares of Ferguson worth $2.01K as of Q1 2023.
Harvest Group Wealth Management sold 6 Ferguson shares in Q1 2023, an estimated $834.
Ferguson made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #122 holding.
Harvest Group Wealth Management first reported a position in Ferguson in Q4 2021 and has held it in 6 quarters since.
Harvest Group Wealth Management's Ferguson position peaked at $4K in Q2 2022.
470 funds tracked by Wall St. Rank held Ferguson as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.