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Alera Investment Advisors’s Procter & Gamble PG Stock Holding History

Alera Investment 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
2024
Q3 		$1.41M Buy
8,151
+552
+7% +$93.7K 0.17% 65
2024
Q2 		$1.25M Buy
7,599
+2,592
+52% +$424K 0.15% 69
2024
Q1 		$812K Buy
5,007
+60
+1% +$9.41K 0.11% 84
2023
Q4 		$725K Sell
4,947
-150
-3% -$22.2K 0.09% 91
2023
Q3 		$744K Sell
5,097
-139
-3% -$21.2K 0.12% 75
2023
Q2 		$795K Sell
5,236
-285
-5% -$43K 0.17% 75
2023
Q1 		$821K Sell
5,521
-503
-8% -$71.9K 0.19% 62
2022
Q4 		$913K Buy
6,024
+210
+4% +$29.4K 0.22% 50
2022
Q3 		$734K Buy
5,814
+33
+0.6% +$4.69K 0.21% 63
2022
Q2 		$831K Sell
5,781
-88
-1% -$13.2K 0.23% 61
2022
Q1 		$897K Buy
+5,869
New +$918K 0.21% 67
2021
Q3 		– Sell
-1,670
Closed -$215K – 96
2021
Q2 		$215K Buy
1,670
+179
+12% +$24.2K 0.06% 89
2021
Q1 		$202K Buy
+1,491
New +$195K 0.07% 87
2019
Q4 		– Sell
-2,567
Closed -$319K – 75
2019
Q3 		$319K Buy
2,567
+323
+14% +$38.2K 0.16% 52
2019
Q2 		$246K Buy
2,244
+491
+28% +$52.3K 0.13% 60
2019
Q1 		$182K Buy
+1,753
New +$171K 0.09% 77

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alera Investment Advisors's PG Position: Q3 2024 in Review

Alera Investment Advisors increased its Procter & Gamble (PG) stake by 7.3% in Q3 2024, buying an estimated $93.7K and bringing the position to 8,151 shares worth $1.41M. The position accounts for 0.17% of the portfolio, ranked #65.

Alera Investment Advisors first reported a position in PG in Q1 2019 and has held it in 16 quarters since. 3,719 funds tracked by Wall St. Rank hold PG as of Q3 2024.

  • Alera Investment Advisors held 8,151 shares of Procter & Gamble worth $1.41M as of Q3 2024.
  • Alera Investment Advisors bought 552 Procter & Gamble shares in Q3 2024, an estimated $93.7K.
  • Procter & Gamble made up 0.17% of Alera Investment Advisors's portfolio in Q3 2024, its #65 holding.
  • Alera Investment Advisors first reported a position in Procter & Gamble in Q1 2019 and has held it in 16 quarters since.
  • 3,719 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.