Perpetual Investment Management’s Ferguson FERG Stock Holding History

Perpetual Investment Management’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 Q4	$25.5M	Buy	200,847 +48,350	+32%	+$5.63M	3.04%	5
2022 Q3	$15.7M	Sell	152,497 -1,554	-1%	-$181K	2.3%	9
2022 Q2	$17.1M	Buy	+154,051	New	+$18.7M	2.5%	6

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

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Perpetual Investment Management's FERG Position: Q4 2022 in Review

Perpetual Investment Management increased its Ferguson (FERG) stake by 32% in Q4 2022, buying an estimated $5.63M and bringing the position to 200,847 shares worth $25.5M. The position accounts for 3.04% of the portfolio, ranked #5.

Perpetual Investment Management first reported a position in FERG in Q2 2022 and has held it in 3 quarters since. 436 funds tracked by Wall St. Rank hold FERG as of Q4 2022.

Perpetual Investment Management held 200,847 shares of Ferguson worth $25.5M as of Q4 2022.
Perpetual Investment Management bought 48,350 Ferguson shares in Q4 2022, an estimated $5.63M.
Ferguson made up 3.04% of Perpetual Investment Management's portfolio in Q4 2022, its #5 holding.
Perpetual Investment Management first reported a position in Ferguson in Q2 2022 and has held it in 3 quarters since.
436 funds tracked by Wall St. Rank held Ferguson as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.