Synergy Asset Management’s Ferguson FERG Stock Holding History

Synergy Asset 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
2025 Q1	–	Sell	-10	Closed	-$1.99K	–	323
2024 Q4	$1.99K	Buy	+10	New	+$1.99K	﹤0.01%	675

Other funds holding FERG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Synergy Asset Management's FERG Position: Q1 2025 in Review

Synergy Asset Management sold out of Ferguson (FERG) in Q1 2025, closing a stake of 10 shares — an estimated $1.99K sold.

Synergy Asset Management first reported a position in FERG in Q4 2024 and held it in 1 quarter. The position peaked at $1.99K in Q4 2024. 714 funds tracked by Wall St. Rank hold FERG as of Q1 2025.

Synergy Asset Management reported no remaining Ferguson position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 10 Ferguson shares in Q1 2025, an estimated $1.99K.
Synergy Asset Management first reported a position in Ferguson in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Ferguson position peaked at $1.99K in Q4 2024.
714 funds tracked by Wall St. Rank held Ferguson as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.