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Householder Group Estate & Retirement Specialist’s Ferguson FERG Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-1,950
Closed -$387K – 754
2024
Q3 		$387K Buy
1,950
+6
+0.3% +$1.22K 0.11% 168
2024
Q2 		$376K Buy
+1,944
New +$408K 0.11% 161

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FERG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Ferguson (FERG) in Q4 2024, closing a stake of 1,950 shares — an estimated $387K sold.

Householder Group Estate & Retirement Specialist first reported a position in FERG in Q2 2024 and held it in 2 quarters. The position peaked at $387K in Q3 2024. 709 funds tracked by Wall St. Rank hold FERG as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Ferguson position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,950 Ferguson shares in Q4 2024, an estimated $387K.
  • Householder Group Estate & Retirement Specialist first reported a position in Ferguson in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Ferguson position peaked at $387K in Q3 2024.
  • 709 funds tracked by Wall St. Rank held Ferguson as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.