Suvretta Capital Management’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.3M | Buy |
189,660
+59,736
| +46% | +$13M | 1.25% | 27 |
|
|
2025
Q1 | $20.8M | Sell |
129,924
-115,606
| -47% | -$18.5M | 0.77% | 34 |
|
|
2024
Q4 | $42.6M | Buy |
245,530
+20,320
| +9% | +$3.53M | 1.45% | 21 |
|
|
2024
Q3 | $44.7M | Buy |
225,210
+80,170
| +55% | +$15.9M | 1.43% | 24 |
|
|
2024
Q2 | $28.1M | Sell |
145,040
-24,240
| -14% | -$4.69M | 1.03% | 32 |
|
|
2024
Q1 | $37M | Sell |
169,280
-6,810
| -4% | -$1.49M | 1.37% | 23 |
|
|
2023
Q4 | $34M | Buy |
+176,090
| New | +$34M | 1.54% | 23 |
|