Schechter Investment Advisors’s Ferguson FERG Stock Holding History

Schechter 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 Q1	–	Sell	-2,678	Closed	-$340K	–	715
2022 Q4	$340K	Sell	2,678 -140	-5%	-$16.3K	0.03%	597
2022 Q3	$296K	Sell	2,818 -2	-0.1%	-$233	0.03%	706
2022 Q2	$315K	Sell	2,820 -96	-3%	-$11.6K	0.03%	692
2022 Q1	$398K	Sell	2,916 -830	-22%	-$128K	0.04%	604
2021 Q4	$665K	Buy	+3,746	New	+$587K	0.06%	428

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 $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

TFM

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

Norges Bank Oslo, Norway $1T AUM

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

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

Schechter Investment Advisors's FERG Position: Q1 2023 in Review

Schechter Investment Advisors sold out of Ferguson (FERG) in Q1 2023, closing a stake of 2,678 shares — an estimated $340K sold.

Schechter Investment Advisors first reported a position in FERG in Q4 2021 and held it in 5 quarters. The position peaked at $665K in Q4 2021. 470 funds tracked by Wall St. Rank hold FERG as of Q1 2023.

Schechter Investment Advisors reported no remaining Ferguson position as of Q1 2023 after selling out during the quarter.
Schechter Investment Advisors sold 2,678 Ferguson shares in Q1 2023, an estimated $340K.
Schechter Investment Advisors first reported a position in Ferguson in Q4 2021 and held it in 5 quarters.
Schechter Investment Advisors's Ferguson position peaked at $665K in Q4 2021.
470 funds tracked by Wall St. Rank held Ferguson as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.