Baron Financial Group’s Procter & Gamble PG Stock Holding History

Baron Financial Group’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 Q2	–	Sell	-1,351	Closed	-$219K	–	51
2024 Q1	$219K	Buy	+1,351	New	+$212K	0.14%	49
2023 Q3	–	Sell	-1,351	Closed	-$205K	–	53
2023 Q2	$205K	Hold	1,351	–	–	0.13%	51
2023 Q1	$201K	Buy	+1,351	New	+$193K	0.13%	54
2022 Q3	–	Sell	-1,251	Closed	-$180K	–	154
2022 Q2	$180K	Hold	1,251	–	–	0.12%	48
2022 Q1	$191K	Hold	1,251	–	–	0.11%	49
2021 Q4	$205K	Hold	1,251	–	–	0.12%	48
2021 Q3	$175K	Hold	1,251	–	–	0.11%	48
2021 Q2	$169K	Hold	1,251	–	–	0.11%	48
2021 Q1	$169K	Buy	1,251 +405	+48%	+$52.8K	0.12%	49
2020 Q4	$118K	Sell	846 -78	-8%	-$10.9K	0.09%	58
2020 Q3	$128K	Buy	+924	New	+$123K	0.12%	54

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baron Financial Group's PG Position: Q2 2024 in Review

Baron Financial Group sold out of Procter & Gamble (PG) in Q2 2024, closing a stake of 1,351 shares — an estimated $219K sold.

Baron Financial Group first reported a position in PG in Q3 2020 and held it in 11 quarters. The position peaked at $219K in Q1 2024. 3,652 funds tracked by Wall St. Rank hold PG as of Q2 2024.

Baron Financial Group reported no remaining Procter & Gamble position as of Q2 2024 after selling out during the quarter.
Baron Financial Group sold 1,351 Procter & Gamble shares in Q2 2024, an estimated $219K.
Baron Financial Group first reported a position in Procter & Gamble in Q3 2020 and held it in 11 quarters.
Baron Financial Group's Procter & Gamble position peaked at $219K in Q1 2024.
3,652 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2024.

Based on Baron Financial Group's 13F filing for Q2 2024, filed 22 Jul 2024.