Institutional & Family Asset Management’s Ferguson FERG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$2.32K Hold
12
﹤0.01% 563
2024
Q1
$2.62K Buy
+12
New +$2.39K ﹤0.01% 560

Other funds holding FERG

Institutional & Family Asset Management's FERG Position: Q2 2024 in Review

Institutional & Family Asset Management held its Ferguson (FERG) position steady in Q2 2024 at 12 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Institutional & Family Asset Management first reported a position in FERG in Q1 2024 and has held it in 2 quarters since. The position peaked at $2.62K in Q1 2024. 655 funds tracked by Wall St. Rank hold FERG as of Q2 2024.

  • Institutional & Family Asset Management held 12 shares of Ferguson worth $2.32K as of Q2 2024.
  • Institutional & Family Asset Management left its Ferguson share count unchanged in Q2 2024.
  • Ferguson made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #563 holding.
  • Institutional & Family Asset Management first reported a position in Ferguson in Q1 2024 and has held it in 2 quarters since.
  • Institutional & Family Asset Management's Ferguson position peaked at $2.62K in Q1 2024.
  • 655 funds tracked by Wall St. Rank held Ferguson as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.