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Capital Insight Partners’s Procter & Gamble PG Stock Holding History

Capital Insight Partners’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
Q3 		– Sell
-1,530
Closed -$232K – 168
2023
Q2 		$232K Sell
1,530
-713
-32% -$107K 0.05% 158
2023
Q1 		$334K Buy
2,243
+762
+51% +$109K 0.08% 133
2022
Q4 		$224K Buy
+1,481
New +$208K 0.06% 150
2018
Q2 		– Sell
-20,854
Closed -$1.65M – 78
2018
Q1 		$1.65M Buy
20,854
+769
+4% +$64.1K 1.35% 33
2017
Q4 		$1.84M Buy
+20,085
New +$1.81M 1.44% 30

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Capital Insight Partners's PG Position: Q3 2023 in Review

Capital Insight Partners sold out of Procter & Gamble (PG) in Q3 2023, closing a stake of 1,530 shares — an estimated $232K sold.

Capital Insight Partners first reported a position in PG in Q4 2017 and held it in 5 quarters. The position peaked at $1.84M in Q4 2017. 3,402 funds tracked by Wall St. Rank hold PG as of Q3 2023.

  • Capital Insight Partners reported no remaining Procter & Gamble position as of Q3 2023 after selling out during the quarter.
  • Capital Insight Partners sold 1,530 Procter & Gamble shares in Q3 2023, an estimated $232K.
  • Capital Insight Partners first reported a position in Procter & Gamble in Q4 2017 and held it in 5 quarters.
  • Capital Insight Partners's Procter & Gamble position peaked at $1.84M in Q4 2017.
  • 3,402 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2023.

Based on Capital Insight Partners's 13F filing for Q3 2023, filed 30 Oct 2023.