DRS
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Deane Retirement Strategies’s Procter & Gamble PG Stock Holding History

Deane Retirement Strategies’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
2026
Q2 		$5.17M Buy
+35,240
New +$5.13M 2.19% 18
2016
Q3 		– Sell
-18
Closed -$2K – 52
2016
Q2 		$2K Hold
18
– – ﹤0.01% 44
2016
Q1 		$1K Sell
18
-18,887
-100% -$1.52M ﹤0.01% 51
2015
Q4 		$1.5M Buy
18,905
+540
+3% +$41.3K 1.52% 16
2015
Q3 		$1.32M Buy
18,365
+18,354
+166,855% +$1.38M 1.29% 17
2015
Q2 		$0 Sell
11
-47
-81% -$3.78K ﹤0.01% 54
2015
Q1 		$5K Sell
58
-14,382
-100% -$1.24M ﹤0.01% 51
2014
Q4 		$1.31M Buy
+14,440
New +$1.27M 1.26% 20

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return