Kula Investments’s Ferguson FERG Stock Holding History

Kula Investments’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 Q1	$529K	Buy	+3,957	New	+$550K	0.13%	288

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 $5.72T AUM 30.48% 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

TFM

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

Norges Bank Oslo, Norway $935B AUM

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kula Investments's FERG Position: Q1 2023 in Review

Kula Investments opened a new position in Ferguson (FERG) in Q1 2023: 3,957 shares worth $529K. The stake represents 0.13% of the portfolio and ranks #288 among its holdings.

470 funds tracked by Wall St. Rank hold FERG as of Q1 2023.

Kula Investments held 3,957 shares of Ferguson worth $529K as of Q1 2023.
Ferguson was a new Kula Investments position in Q1 2023.
Ferguson made up 0.13% of Kula Investments's portfolio in Q1 2023, its #288 holding.
470 funds tracked by Wall St. Rank held Ferguson as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.