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Kiwi Wealth Investments Limited Partnership’s Ferguson FERG Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q4 		– Sell
-40,276
Closed -$6.62M – 16
2023
Q3 		$6.62M Buy
+40,276
New +$6.36M 0.72% 31

Other funds holding FERG

MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's FERG Position: Q4 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Ferguson (FERG) in Q4 2023, closing a stake of 40,276 shares — an estimated $6.62M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in FERG in Q3 2023 and held it in 1 quarter. The position peaked at $6.62M in Q3 2023. 627 funds tracked by Wall St. Rank hold FERG as of Q4 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Ferguson position as of Q4 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 40,276 Ferguson shares in Q4 2023, an estimated $6.62M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Ferguson in Q3 2023 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's Ferguson position peaked at $6.62M in Q3 2023.
  • 627 funds tracked by Wall St. Rank held Ferguson as of Q4 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.