Column Capital Advisors’s Procter & Gamble PG Stock Holding History

Column Capital Advisors’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	$2.96M	Buy	20,282 +1,206	+6%	+$184K	0.44%	32
2023 Q2	$2.89M	Buy	19,076 +5	+0%	+$754	0.41%	33
2023 Q1	$2.84M	Sell	19,071 -344	-2%	-$49.2K	0.42%	31
2022 Q4	$2.94M	Sell	19,415 -2,292	-11%	-$321K	0.49%	28
2022 Q3	$2.74M	Buy	21,707 +6	+0%	+$852	0.57%	30
2022 Q2	$3.12M	Buy	21,701 +5	+0%	+$751	0.6%	29
2022 Q1	$3.31M	Buy	21,696 +284	+1%	+$44.4K	0.61%	27
2021 Q4	$3.5M	Buy	21,412 +11,866	+124%	+$1.76M	0.68%	24
2021 Q3	$1.33M	Buy	9,546 +1,005	+12%	+$142K	0.28%	45
2021 Q2	$1.15M	Buy	8,541 +177	+2%	+$23.9K	0.24%	49
2021 Q1	$1.13M	Buy	8,364 +53	+0.6%	+$6.92K	0.25%	48
2020 Q4	$1.16M	Sell	8,311 -270	-3%	-$37.7K	0.29%	40
2020 Q3	$1.19M	Sell	8,581 -737	-8%	-$97.8K	0.36%	30
2020 Q2	$1.11M	Buy	9,318 +603	+7%	+$70.3K	0.37%	33
2020 Q1	$959K	Sell	8,715 -756	-8%	-$90.7K	0.39%	29
2019 Q4	$1.18M	Buy	+9,471	New	+$1.16M	0.6%	24

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Column Capital Advisors's PG Position: Q3 2023 in Review

Column Capital Advisors increased its Procter & Gamble (PG) stake by 6.3% in Q3 2023, buying an estimated $184K and bringing the position to 20,282 shares worth $2.96M. The position accounts for 0.44% of the portfolio, ranked #32.

Column Capital Advisors first reported a position in PG in Q4 2019 and has held it in 16 quarters since. The position peaked at $3.5M in Q4 2021. 3,405 funds tracked by Wall St. Rank hold PG as of Q3 2023.

Column Capital Advisors held 20,282 shares of Procter & Gamble worth $2.96M as of Q3 2023.
Column Capital Advisors bought 1,206 Procter & Gamble shares in Q3 2023, an estimated $184K.
Procter & Gamble made up 0.44% of Column Capital Advisors's portfolio in Q3 2023, its #32 holding.
Column Capital Advisors first reported a position in Procter & Gamble in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Procter & Gamble position peaked at $3.5M in Q4 2021.
3,405 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.