Williamson Legacy Group’s Ferguson FERG Stock Holding History

Williamson Legacy Group’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
2024 Q2	–	Sell	-4,250	Closed	-$928K	–	100
2024 Q1	$928K	Buy	4,250 +110	+3%	+$21.9K	0.72%	45
2023 Q4	$799K	Buy	+4,140	New	+$698K	0.74%	45

Other funds holding FERG

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

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Williamson Legacy Group's FERG Position: Q2 2024 in Review

Williamson Legacy Group sold out of Ferguson (FERG) in Q2 2024, closing a stake of 4,250 shares — an estimated $928K sold.

Williamson Legacy Group first reported a position in FERG in Q4 2023 and held it in 2 quarters. The position peaked at $928K in Q1 2024. 655 funds tracked by Wall St. Rank hold FERG as of Q2 2024.

Williamson Legacy Group reported no remaining Ferguson position as of Q2 2024 after selling out during the quarter.
Williamson Legacy Group sold 4,250 Ferguson shares in Q2 2024, an estimated $928K.
Williamson Legacy Group first reported a position in Ferguson in Q4 2023 and held it in 2 quarters.
Williamson Legacy Group's Ferguson position peaked at $928K in Q1 2024.
655 funds tracked by Wall St. Rank held Ferguson as of Q2 2024.

Based on Williamson Legacy Group's 13F filing for Q2 2024, filed 14 Aug 2024.