Crumly & Associates’s Procter & Gamble PG Stock Holding History

Crumly & Associates’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 Q4	–	Sell	-2,756	Closed	-$402K	–	132
2023 Q3	$402K	Buy	2,756 +72	+3%	+$11K	0.16%	81
2023 Q2	$407K	Buy	2,684 +449	+20%	+$67.7K	0.16%	86
2023 Q1	$332K	Buy	2,235 +51	+2%	+$7.29K	0.14%	89
2022 Q4	$331K	Buy	+2,184	New	+$306K	0.12%	76

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Crumly & Associates's PG Position: Q4 2023 in Review

Crumly & Associates sold out of Procter & Gamble (PG) in Q4 2023, closing a stake of 2,756 shares — an estimated $402K sold.

Crumly & Associates first reported a position in PG in Q4 2022 and held it in 4 quarters. The position peaked at $407K in Q2 2023. 3,579 funds tracked by Wall St. Rank hold PG as of Q4 2023.

Crumly & Associates reported no remaining Procter & Gamble position as of Q4 2023 after selling out during the quarter.
Crumly & Associates sold 2,756 Procter & Gamble shares in Q4 2023, an estimated $402K.
Crumly & Associates first reported a position in Procter & Gamble in Q4 2022 and held it in 4 quarters.
Crumly & Associates's Procter & Gamble position peaked at $407K in Q2 2023.
3,579 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2023.

Based on Crumly & Associates's 13F filing for Q4 2023, filed 29 Jan 2024.