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Mountain Capital Investment Advisors’s Ferguson FERG Stock Holding History

Mountain Capital 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
2021
Q2 		– Sell
-3,567
Closed -$450K – 131
2021
Q1 		$450K Buy
+3,567
New +$435K 0.23% 125

Other funds holding FERG

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

Mountain Capital Investment Advisors's FERG Position: Q2 2021 in Review

Mountain Capital Investment Advisors sold out of Ferguson (FERG) in Q2 2021, closing a stake of 3,567 shares — an estimated $450K sold.

Mountain Capital Investment Advisors first reported a position in FERG in Q1 2021 and held it in 1 quarter. The position peaked at $450K in Q1 2021. 210 funds tracked by Wall St. Rank hold FERG as of Q2 2021.

  • Mountain Capital Investment Advisors reported no remaining Ferguson position as of Q2 2021 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 3,567 Ferguson shares in Q2 2021, an estimated $450K.
  • Mountain Capital Investment Advisors first reported a position in Ferguson in Q1 2021 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Ferguson position peaked at $450K in Q1 2021.
  • 210 funds tracked by Wall St. Rank held Ferguson as of Q2 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2021, filed 9 Jul 2021.