Coe Capital Management’s Procter & Gamble PG Stock Holding History

Coe Capital 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	-1,534	Closed	-$213K	–	91
2020 Q3	$213K	Buy	+1,534	New	+$204K	0.29%	65

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Coe Capital Management's PG Position: Q4 2020 in Review

Coe Capital Management sold out of Procter & Gamble (PG) in Q4 2020, closing a stake of 1,534 shares — an estimated $213K sold.

Coe Capital Management first reported a position in PG in Q3 2020 and held it in 1 quarter. The position peaked at $213K in Q3 2020. 2,960 funds tracked by Wall St. Rank hold PG as of Q4 2020.

Coe Capital Management reported no remaining Procter & Gamble position as of Q4 2020 after selling out during the quarter.
Coe Capital Management sold 1,534 Procter & Gamble shares in Q4 2020, an estimated $213K.
Coe Capital Management first reported a position in Procter & Gamble in Q3 2020 and held it in 1 quarter.
Coe Capital Management's Procter & Gamble position peaked at $213K in Q3 2020.
2,960 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2020.

Based on Coe Capital Management's 13F filing for Q4 2020, filed 8 Feb 2021.