JP Morgan Private Wealth Advisors’s Ferguson FERG Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$6.48M	Sell	39,393 -2,211	-5%	-$349K	0.02%	453
2023 Q2	$6.54M	Buy	41,604 +1,731	+4%	+$247K	0.03%	298
2023 Q1	$5.33M	Buy	39,873 +10,158	+34%	+$1.41M	0.01%	567
2022 Q4	$3.77M	Sell	29,715 -706	-2%	-$82.2K	0.01%	651
2022 Q3	$3.19M	Sell	30,421 -1,557	-5%	-$182K	0.01%	693
2022 Q2	$3.57M	Sell	31,978 -1,693	-5%	-$205K	0.01%	666
2022 Q1	$4.52M	Buy	33,671 +31,834	+1,733%	+$4.91M	0.01%	651
2021 Q4	$330K	Sell	1,837 -41	-2%	-$6.42K	﹤0.01%	1713
2021 Q3	$262K	Buy	1,878 +218	+13%	+$31K	﹤0.01%	1750
2021 Q2	$230K	Buy	+1,660	New	+$220K	﹤0.01%	1787

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 $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

TFM

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FERG Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Ferguson (FERG) stake by 5.3% in Q3 2023, selling an estimated $349K and leaving 39,393 shares worth $6.48M. The position accounts for 0.02% of the portfolio, ranked #453.

JP Morgan Private Wealth Advisors first reported a position in FERG in Q2 2021 and has held it in 10 quarters since. The position peaked at $6.54M in Q2 2023. 554 funds tracked by Wall St. Rank hold FERG as of Q3 2023.

JP Morgan Private Wealth Advisors held 39,393 shares of Ferguson worth $6.48M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 2,211 Ferguson shares in Q3 2023, an estimated $349K.
Ferguson made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #453 holding.
JP Morgan Private Wealth Advisors first reported a position in Ferguson in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Ferguson position peaked at $6.54M in Q2 2023.
554 funds tracked by Wall St. Rank held Ferguson as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.