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Altman Advisors’s Procter & Gamble PG Stock Holding History

Altman 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
2023
Q1 		– Sell
-9,052
Closed -$1.36M – 91
2022
Q4 		$1.36M Sell
9,052
-189
-2% -$26.5K 0.84% 47
2022
Q3 		$1.17M Buy
9,241
+224
+2% +$31.8K 0.74% 51
2022
Q2 		$1.28M Buy
9,017
+27
+0.3% +$4.06K 0.73% 62
2022
Q1 		$1.37M Buy
8,990
+46
+0.5% +$7.2K 0.71% 55
2021
Q4 		$1.45M Sell
8,944
-9,952
-53% -$1.48M 0.89% 47
2021
Q3 		$2.7M Buy
18,896
+187
+1% +$26.5K 1.5% 27
2021
Q2 		$2.66M Buy
18,709
+1,437
+8% +$194K 1.5% 28
2021
Q1 		$2.34M Sell
17,272
-59
-0.3% -$7.7K 1.51% 24
2020
Q4 		$2.41M Buy
17,331
+164
+1% +$22.9K 1.51% 28
2020
Q3 		$2.39M Buy
17,167
+252
+1% +$33.5K 1.69% 23
2020
Q2 		$2.02M Buy
16,915
+169
+1% +$19.7K 1.72% 28
2020
Q1 		$1.84M Buy
+16,746
New +$2.01M 1.71% 25

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Altman Advisors's PG Position: Q1 2023 in Review

Altman Advisors sold out of Procter & Gamble (PG) in Q1 2023, closing a stake of 9,052 shares — an estimated $1.36M sold.

Altman Advisors first reported a position in PG in Q1 2020 and held it in 12 quarters. The position peaked at $2.7M in Q3 2021. 3,375 funds tracked by Wall St. Rank hold PG as of Q1 2023.

  • Altman Advisors reported no remaining Procter & Gamble position as of Q1 2023 after selling out during the quarter.
  • Altman Advisors sold 9,052 Procter & Gamble shares in Q1 2023, an estimated $1.36M.
  • Altman Advisors first reported a position in Procter & Gamble in Q1 2020 and held it in 12 quarters.
  • Altman Advisors's Procter & Gamble position peaked at $2.7M in Q3 2021.
  • 3,375 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2023.

Based on Altman Advisors's 13F filing for Q1 2023, filed 9 May 2023.