Ackerman Capital Advisors’s Procter & Gamble PG Stock Holding History

Ackerman Capital Advisors’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-2,528	Closed	-$351K	–	141
2020 Q3	$351K	Hold	2,528	–	–	0.1%	73
2020 Q2	$302K	Buy	+2,528	New	+$295K	0.09%	81
2020 Q1	–	Sell	-6,561	Closed	-$820K	–	167
2019 Q4	$820K	Buy	6,561 +1,002	+18%	+$123K	0.24%	49
2019 Q3	$691K	Buy	+5,559	New	+$657K	0.24%	56
2018 Q4	$464K	Buy	+5,050	New	+$451K	0.04%	101
2018 Q1	$414K	Buy	4,508 +3	+0.1%	+$250	0.17%	51
2017 Q4	$410K	Buy	+4,505	New	+$405K	0.17%	46
2017 Q2	$392K	Buy	+4,502	New	+$397K	0.16%	55

Other funds holding PG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ackerman Capital Advisors's PG Position: Q4 2020 in Review

Ackerman Capital Advisors sold out of Procter & Gamble (PG) in Q4 2020, closing a stake of 2,528 shares — an estimated $351K sold.

Ackerman Capital Advisors first reported a position in PG in Q2 2017 and held it in 8 quarters. The position peaked at $820K in Q4 2019. 2,961 funds tracked by Wall St. Rank hold PG as of Q4 2020.

Ackerman Capital Advisors reported no remaining Procter & Gamble position as of Q4 2020 after selling out during the quarter.
Ackerman Capital Advisors sold 2,528 Procter & Gamble shares in Q4 2020, an estimated $351K.
Ackerman Capital Advisors first reported a position in Procter & Gamble in Q2 2017 and held it in 8 quarters.
Ackerman Capital Advisors's Procter & Gamble position peaked at $820K in Q4 2019.
2,961 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2020.

Based on Ackerman Capital Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.