BIM
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Barton Investment Management’s Procter & Gamble PG Stock Holding History

Barton Investment Management’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
-1,557
Closed -$216K – 43
2020
Q3 		$216K Buy
+1,557
New +$207K 0.02% 41
2016
Q1 		– Sell
-1,557
Closed -$124K – 84
2015
Q4 		$124K Buy
+1,557
New +$119K 0.04% 54

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Barton Investment Management's PG Position: Q4 2020 in Review

Barton Investment Management sold out of Procter & Gamble (PG) in Q4 2020, closing a stake of 1,557 shares — an estimated $216K sold.

Barton Investment Management first reported a position in PG in Q4 2015 and held it in 2 quarters. The position peaked at $216K in Q3 2020. 2,961 funds tracked by Wall St. Rank hold PG as of Q4 2020.

  • Barton Investment Management reported no remaining Procter & Gamble position as of Q4 2020 after selling out during the quarter.
  • Barton Investment Management sold 1,557 Procter & Gamble shares in Q4 2020, an estimated $216K.
  • Barton Investment Management first reported a position in Procter & Gamble in Q4 2015 and held it in 2 quarters.
  • Barton Investment Management's Procter & Gamble position peaked at $216K in Q3 2020.
  • 2,961 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2020.

Based on Barton Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.