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

Disciplina 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
2021
Q1 		– Sell
-127
Closed -$17.7K – 58
2020
Q4 		$17.7K Buy
+127
New +$17.8K 0.01% 29

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Morgan Stanley
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Northern Trust
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Disciplina Capital Management's PG Position: Q1 2021 in Review

Disciplina Capital Management sold out of Procter & Gamble (PG) in Q1 2021, closing a stake of 127 shares — an estimated $17.7K sold.

Disciplina Capital Management first reported a position in PG in Q4 2020 and held it in 1 quarter. The position peaked at $17.7K in Q4 2020. 2,933 funds tracked by Wall St. Rank hold PG as of Q1 2021.

  • Disciplina Capital Management reported no remaining Procter & Gamble position as of Q1 2021 after selling out during the quarter.
  • Disciplina Capital Management sold 127 Procter & Gamble shares in Q1 2021, an estimated $17.7K.
  • Disciplina Capital Management first reported a position in Procter & Gamble in Q4 2020 and held it in 1 quarter.
  • Disciplina Capital Management's Procter & Gamble position peaked at $17.7K in Q4 2020.
  • 2,933 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2021.

Based on Disciplina Capital Management's 13F filing for Q1 2021, filed 16 Nov 2023.