ZIG
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Zullo Investment Group’s Ferguson FERG Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-39
Closed -$4.95K – 337
2022
Q4 		$4.95K Hold
39
– – ﹤0.01% 603
2022
Q3 		$4K Hold
39
– – ﹤0.01% 620
2022
Q2 		$4K Hold
39
– – ﹤0.01% 649
2022
Q1 		$5K Hold
39
– – ﹤0.01% 649
2021
Q4 		$7K Buy
+39
New +$6.11K ﹤0.01% 600

Other funds holding FERG

MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
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
Norges Bank Oslo, Norway $1T AUM
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Zullo Investment Group's FERG Position: Q1 2023 in Review

Zullo Investment Group sold out of Ferguson (FERG) in Q1 2023, closing a stake of 39 shares — an estimated $4.95K sold.

Zullo Investment Group first reported a position in FERG in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 470 funds tracked by Wall St. Rank hold FERG as of Q1 2023.

  • Zullo Investment Group reported no remaining Ferguson position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 39 Ferguson shares in Q1 2023, an estimated $4.95K.
  • Zullo Investment Group first reported a position in Ferguson in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Ferguson position peaked at $7K in Q4 2021.
  • 470 funds tracked by Wall St. Rank held Ferguson as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.