Mount Yale Investment Advisors, LLC - FERGUSON PLC NEW ownership

FERGUSON PLC NEW's ticker is FERG and the CUSIP is G3421J106. A total of 513 filers reported holding FERGUSON PLC NEW in Q2 2023. The put-call ratio across all filers is 0.41 and the average weighting 0.6%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of FERGUSON PLC NEW
ValueSharesWeighting
Q2 2024$3,868,035
-26.2%
19,974
-16.8%
0.31%
-23.9%
Q1 2024$5,243,856
+6.2%
24,007
-6.1%
0.40%
-14.3%
Q4 2023$4,936,554
+15.4%
25,569
-1.7%
0.47%
+0.9%
Q3 2023$4,278,421
+3.1%
26,013
-1.4%
0.46%
+5.7%
Q2 2023$4,150,000
+29.8%
26,381
+10.4%
0.44%
+22.6%
Q1 2023$3,197,253
+150.7%
23,905
+138.1%
0.36%
+147.6%
Q4 2022$1,275,080
-9.2%
10,042
-26.4%
0.14%
-22.0%
Q3 2022$1,404,000
-7.6%
13,644
-0.5%
0.19%
-2.6%
Q2 2022$1,519,000
-23.7%
13,718
-7.5%
0.19%
-11.6%
Q1 2022$1,990,00014,8360.22%
Other shareholders
FERGUSON PLC NEW shareholders Q2 2023
NameSharesValueWeighting ↓
M&G INVESTMENT MANAGEMENT LTD 432,191$5,678,165,04726.82%
CLEARFIELD CAPITAL MANAGEMENT LP 117,500$15,715,62524.50%
TradeLink Capital LLC 10,800$1,44423.62%
TRIAN FUND MANAGEMENT, L.P. 5,864,000$784,310,00020.91%
Alfreton Capital LLP 324,100$43,348,37520.28%
Wishbone Management, LP 475,000$63,531,25018.33%
NAYA CAPITAL MANAGEMENT UK LTD 781,359$104,506,76611.84%
Crow's Nest Holdings LP 279,500$37,383,12510.32%
59 North Capital Management, LP 495,079$66,216,8169.69%
Rivermont Capital Management LP 119,897$16,036,2248.82%
View complete list of FERGUSON PLC NEW shareholders