CFO4Life’s Procter & Gamble PG Stock Holding History

CFO4Life’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
2022 Q4	$3M	Buy	+19,788	New	+$2.77M	0.64%	31
2016 Q4	$260K	Sell	3,092 -352	-10%	-$30K	0.21%	81
2016 Q3	$309K	Sell	3,444 -183	-5%	-$15.9K	0.27%	66
2016 Q2	$307K	Buy	3,627 +390	+12%	+$32K	0.26%	66
2016 Q1	$266K	Buy	+3,237	New	+$261K	0.24%	67
2015 Q3	–	Sell	-3,643	Closed	-$285K	–	75
2015 Q2	$285K	Buy	3,643 +153	+4%	+$12.3K	0.24%	62
2015 Q1	$286K	Buy	+3,490	New	+$300K	0.24%	64

Other funds holding PG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CFO4Life's PG Position: Q4 2022 in Review

CFO4Life opened a new position in Procter & Gamble (PG) in Q4 2022: 19,788 shares worth $3M. The stake represents 0.64% of the portfolio and ranks #31 among its holdings. This is a return to the name: CFO4Life previously reported a position in PG as recently as Q4 2016.

CFO4Life first reported a position in PG in Q1 2015 and has held it in 7 quarters since. 3,401 funds tracked by Wall St. Rank hold PG as of Q4 2022.

CFO4Life held 19,788 shares of Procter & Gamble worth $3M as of Q4 2022.
Procter & Gamble was a new CFO4Life position in Q4 2022.
Procter & Gamble made up 0.64% of CFO4Life's portfolio in Q4 2022, its #31 holding.
CFO4Life first reported a position in Procter & Gamble in Q1 2015 and has held it in 7 quarters since.
3,401 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.