Wintrust Investments’s Ferguson FERG Stock Holding History

Wintrust Investments’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 Q1	–	Sell	-1,651	Closed	-$319K	–	473
2023 Q4	$319K	Sell	1,651 -25	-1%	-$4.22K	0.03%	340
2023 Q3	$276K	Buy	1,676 +246	+17%	+$38.8K	0.03%	340
2023 Q2	$225K	Buy	+1,430	New	+$204K	0.02%	389

Other funds holding FERG

MGP

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

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 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

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

Norges Bank Oslo, Norway $1T AUM

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

Wintrust Investments's FERG Position: Q1 2024 in Review

Wintrust Investments sold out of Ferguson (FERG) in Q1 2024, closing a stake of 1,651 shares — an estimated $319K sold.

Wintrust Investments first reported a position in FERG in Q2 2023 and held it in 3 quarters. The position peaked at $319K in Q4 2023. 658 funds tracked by Wall St. Rank hold FERG as of Q1 2024.

Wintrust Investments reported no remaining Ferguson position as of Q1 2024 after selling out during the quarter.
Wintrust Investments sold 1,651 Ferguson shares in Q1 2024, an estimated $319K.
Wintrust Investments first reported a position in Ferguson in Q2 2023 and held it in 3 quarters.
Wintrust Investments's Ferguson position peaked at $319K in Q4 2023.
658 funds tracked by Wall St. Rank held Ferguson as of Q1 2024.

Based on Wintrust Investments's 13F filing for Q1 2024, filed 9 May 2024.