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Advisory Research’s Procter & Gamble PG Stock Holding History

Advisory Research’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
2023
Q4 		– Sell
-2,074
Closed -$303K – 450
2023
Q3 		$303K Sell
2,074
-855
-29% -$131K 0.04% 373
2023
Q2 		$444K Buy
+2,929
New +$441K 0.06% 303
2016
Q2 		– Sell
-4,677
Closed -$385K – 264
2016
Q1 		$385K Buy
4,677
+4
+0.1% +$322 0.01% 227
2015
Q4 		$371K Sell
4,673
-1,552
-25% -$119K 0.01% 249
2015
Q3 		$448K Sell
6,225
-1,307
-17% -$98K 0.01% 259
2015
Q2 		$589K Sell
7,532
-6,986
-48% -$562K 0.01% 272
2015
Q1 		$1.19M Buy
14,518
+681
+5% +$58.5K 0.01% 224
2014
Q4 		$1.26M Sell
13,837
-5,721
-29% -$503K 0.01% 230
2014
Q3 		$1.64M Sell
19,558
-5,767
-23% -$473K 0.02% 219
2014
Q2 		$1.99M Sell
25,325
-2,489
-9% -$201K 0.02% 207
2014
Q1 		$2.24M Buy
27,814
+2,662
+11% +$210K 0.02% 185
2013
Q4 		$2.05M Sell
25,152
-3,134
-11% -$255K 0.02% 197
2013
Q3 		$2.14M Buy
28,286
+953
+3% +$75.8K 0.02% 198
2013
Q2 		$2.1M Buy
+27,333
New +$2.15M 0.02% 199

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Research's PG Position: Q4 2023 in Review

Advisory Research sold out of Procter & Gamble (PG) in Q4 2023, closing a stake of 2,074 shares — an estimated $303K sold.

Advisory Research first reported a position in PG in Q2 2013 and held it in 14 quarters. The position peaked at $2.24M in Q1 2014. 3,578 funds tracked by Wall St. Rank hold PG as of Q4 2023.

  • Advisory Research reported no remaining Procter & Gamble position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 2,074 Procter & Gamble shares in Q4 2023, an estimated $303K.
  • Advisory Research first reported a position in Procter & Gamble in Q2 2013 and held it in 14 quarters.
  • Advisory Research's Procter & Gamble position peaked at $2.24M in Q1 2014.
  • 3,578 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.