Custom Portfolio Group’s Procter & Gamble PG Stock Holding History

Custom Portfolio Group’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
2024 Q2	$365K	Hold	2,216	–	–	0.29%	34
2024 Q1	$360K	Hold	2,216	–	–	0.3%	32
2023 Q4	$325K	Buy	+2,216	New	+$328K	0.29%	31

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

Norges Bank Oslo, Norway $1T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Custom Portfolio Group's PG Position: Q2 2024 in Review

Custom Portfolio Group held its Procter & Gamble (PG) position steady in Q2 2024 at 2,216 shares worth $365K. The position accounts for 0.29% of the portfolio, ranked #34.

Custom Portfolio Group first reported a position in PG in Q4 2023 and has held it in 3 quarters since. 3,660 funds tracked by Wall St. Rank hold PG as of Q2 2024.

Custom Portfolio Group held 2,216 shares of Procter & Gamble worth $365K as of Q2 2024.
Custom Portfolio Group left its Procter & Gamble share count unchanged in Q2 2024.
Procter & Gamble made up 0.29% of Custom Portfolio Group's portfolio in Q2 2024, its #34 holding.
Custom Portfolio Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 3 quarters since.
3,660 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.