Junto Capital Management’s Ferguson FERG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-258,559	Closed	-$51.3M	–	91
2024 Q3	$51.3M	Buy	+258,559	New	+$51.3M	1.14%	38
2022 Q3	–	Sell	-365,238	Closed	-$40.4M	–	87
2022 Q2	$40.4M	Buy	+365,238	New	+$40.4M	1.2%	42