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FERG - Trian fund exits Comcast reduces stake in Procter & Gamble raises stake in Invesco
Ferguson plc
Nelson Peltz's Trian Fund Management exited its holdings in Comcast (CMCSA) during the quarter ended March 31, 2022, according to its latest 13F filing. Reduced stakes in Sysco (SYY) by 11% to 11.5M shares and Procter & Gamble (PG) by 98% to 5,457 shares. Increased stakes in Invesco (IVZ), Janus Henderson (JHG), and Ferguson (FERG). The fund's holding value is $6.62B as on 31st March, 2022.