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Milestone Investment Advisors’s Ferguson FERG Stock Holding History

Milestone Investment 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
Q4 		– Sell
-284
Closed -$46.7K – 236
2023
Q3 		$46.7K Buy
+284
New +$44.8K 0.01% 203
2023
Q2 		– Sell
-284
Closed -$38K – 231
2023
Q1 		$38K Buy
+284
New +$39.5K 0.01% 229

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 $42.4B AUM 181.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Milestone Investment Advisors's FERG Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Ferguson (FERG) in Q4 2023, closing a stake of 284 shares — an estimated $46.7K sold.

Milestone Investment Advisors first reported a position in FERG in Q1 2023 and held it in 2 quarters. The position peaked at $46.7K in Q3 2023. 627 funds tracked by Wall St. Rank hold FERG as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Ferguson position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 284 Ferguson shares in Q4 2023, an estimated $46.7K.
  • Milestone Investment Advisors first reported a position in Ferguson in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Ferguson position peaked at $46.7K in Q3 2023.
  • 627 funds tracked by Wall St. Rank held Ferguson as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.