Morton Brown Family Wealth’s Ferguson FERG Stock Holding History

Morton Brown Family Wealth’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
2022 Q1	–	Sell	-9	Closed	-$2K	–	167
2021 Q4	$2K	Buy	+9	New	+$1.41K	﹤0.01%	164

Other funds holding FERG

TFM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Morton Brown Family Wealth's FERG Position: Q1 2022 in Review

Morton Brown Family Wealth sold out of Ferguson (FERG) in Q1 2022, closing a stake of 9 shares — an estimated $2K sold.

Morton Brown Family Wealth first reported a position in FERG in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 287 funds tracked by Wall St. Rank hold FERG as of Q1 2022.

Morton Brown Family Wealth reported no remaining Ferguson position as of Q1 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 9 Ferguson shares in Q1 2022, an estimated $2K.
Morton Brown Family Wealth first reported a position in Ferguson in Q4 2021 and held it in 1 quarter.
Morton Brown Family Wealth's Ferguson position peaked at $2K in Q4 2021.
287 funds tracked by Wall St. Rank held Ferguson as of Q1 2022.

Based on Morton Brown Family Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.