Syverson Strege & Co’s Ferguson FERG Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-31	Closed	-$4.15K	–	257
2023 Q1	$4.15K	Buy	+31	New	+$4.31K	﹤0.01%	367
2021 Q4	–	Sell	-67	Closed	-$9K	–	363
2021 Q3	$9K	Buy	+67	New	+$9.54K	0.01%	251

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Syverson Strege & Co's FERG Position: Q2 2023 in Review

Syverson Strege & Co sold out of Ferguson (FERG) in Q2 2023, closing a stake of 31 shares — an estimated $4.15K sold.

Syverson Strege & Co first reported a position in FERG in Q3 2021 and held it in 2 quarters. The position peaked at $9K in Q3 2021. 519 funds tracked by Wall St. Rank hold FERG as of Q2 2023.

Syverson Strege & Co reported no remaining Ferguson position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 31 Ferguson shares in Q2 2023, an estimated $4.15K.
Syverson Strege & Co first reported a position in Ferguson in Q3 2021 and held it in 2 quarters.
Syverson Strege & Co's Ferguson position peaked at $9K in Q3 2021.
519 funds tracked by Wall St. Rank held Ferguson as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.