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Sonora Investment Management’s Ferguson FERG Stock Holding History

Sonora 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
2021
Q3 		$14K Hold
97
– – ﹤0.01% 711
2021
Q2 		$14K Hold
97
– – ﹤0.01% 653
2021
Q1 		$12K Buy
+97
New +$11.8K ﹤0.01% 1164

Other funds holding FERG

TFM
Trian Fund Management New York $4.23B AUM 31.93% 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 $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Sonora Investment Management's FERG Position: Q3 2021 in Review

Sonora Investment Management held its Ferguson (FERG) position steady in Q3 2021 at 97 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Sonora Investment Management first reported a position in FERG in Q1 2021 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold FERG as of Q3 2021.

  • Sonora Investment Management held 97 shares of Ferguson worth $14K as of Q3 2021.
  • Sonora Investment Management left its Ferguson share count unchanged in Q3 2021.
  • Ferguson made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #711 holding.
  • Sonora Investment Management first reported a position in Ferguson in Q1 2021 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held Ferguson as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.