Number of Shares
14,670.00
Current Holdings Value*
$2.35 Mil
% of Portfolio
2.24%
Total Estimate Gain
$647,533.80
% of Total Estimate Gain
25.46%

Osterweis Growth & Income Fund's Ferguson Enterprises Inc Holding Summary

As of 2025-03-31, Osterweis Growth & Income Fund held 14,670.00 shares of Ferguson Enterprises Inc(FERG), totaling $2.35 Mil. This investment constitutes 2.24% of their stock portfolio, and Osterweis Growth & Income Fund now holds 0.01% of the outstanding Ferguson Enterprises Inc(FERG) stock.

The initial trade took place in 2025Q1. And since then Osterweis Growth & Income Fund has made 1 purchases of FERG, at an average price of $173.36, for a total of 14,670.00 shares. Based on historical transaction data and FERG's current price of $217.50, Osterweis Growth & Income Fund's estimated gain on his FERG holdings is $647,533.80, reflecting a 25.46% gain to date.

Osterweis Growth & Income Fund FERG ($217.50) Holding Chart

Osterweis Growth & Income Fund FERG ($217.50) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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