EFG Asset Management’s Procter & Gamble PG Stock Holding History

EFG Asset 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
2023 Q1	–	Sell	-9,097	Closed	-$1.39M	–	191
2022 Q4	$1.39M	Sell	9,097 -177	-2%	-$24.8K	0.31%	115
2022 Q3	$1.17M	Buy	9,274 +4,606	+99%	+$654K	0.27%	125
2022 Q2	$672K	Buy	+4,668	New	+$702K	0.14%	171

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EFG Asset Management's PG Position: Q1 2023 in Review

EFG Asset Management sold out of Procter & Gamble (PG) in Q1 2023, closing a stake of 9,097 shares — an estimated $1.39M sold.

EFG Asset Management first reported a position in PG in Q2 2022 and held it in 3 quarters. The position peaked at $1.39M in Q4 2022. 3,376 funds tracked by Wall St. Rank hold PG as of Q1 2023.

EFG Asset Management reported no remaining Procter & Gamble position as of Q1 2023 after selling out during the quarter.
EFG Asset Management sold 9,097 Procter & Gamble shares in Q1 2023, an estimated $1.39M.
EFG Asset Management first reported a position in Procter & Gamble in Q2 2022 and held it in 3 quarters.
EFG Asset Management's Procter & Gamble position peaked at $1.39M in Q4 2022.
3,376 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2023.

Based on EFG Asset Management's 13F filing for Q1 2023, filed 27 Apr 2023.