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Enlightenment Research’s Procter & Gamble PG Stock Holding History

Enlightenment Research’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
2022
Q4 		– Sell
-7,759
Closed -$980K – 67
2022
Q3 		$980K Buy
+7,759
New +$1.1M 2.17% 7
2022
Q2 		– Sell
-8,400
Closed -$1.28M – 164
2022
Q1 		$1.28M Buy
8,400
+7,000
+500% +$1.1M 1.71% 11
2021
Q4 		$229K Sell
1,400
-2,211
-61% -$328K 0.33% 97
2021
Q3 		$505K Sell
3,611
-3,089
-46% -$438K 0.62% 60
2021
Q2 		$904K Buy
+6,700
New +$907K 1.15% 24
2020
Q4 		– Sell
-5,195
Closed -$722K – 120
2020
Q3 		$722K Sell
5,195
-923
-15% -$123K 2.13% 10
2020
Q2 		$732K Buy
+6,118
New +$713K 1.74% 18
2020
Q1 		– Sell
-3,500
Closed -$437K – 188
2019
Q4 		$437K Sell
3,500
-3,001
-46% -$367K 2.05% 13
2019
Q3 		$809K Sell
6,501
-18,999
-75% -$2.24M 1.79% 14
2019
Q2 		$2.69M Buy
25,500
+22,085
+647% +$2.35M 1.37% 11
2019
Q1 		$355K Sell
3,415
-8,585
-72% -$836K 0.69% 47
2018
Q4 		$1.1M Buy
+12,000
New +$1.07M 1.37% 9

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Enlightenment Research's PG Position: Q4 2022 in Review

Enlightenment Research sold out of Procter & Gamble (PG) in Q4 2022, closing a stake of 7,759 shares — an estimated $980K sold.

Enlightenment Research first reported a position in PG in Q4 2018 and held it in 12 quarters. The position peaked at $2.69M in Q2 2019. 3,399 funds tracked by Wall St. Rank hold PG as of Q4 2022.

  • Enlightenment Research reported no remaining Procter & Gamble position as of Q4 2022 after selling out during the quarter.
  • Enlightenment Research sold 7,759 Procter & Gamble shares in Q4 2022, an estimated $980K.
  • Enlightenment Research first reported a position in Procter & Gamble in Q4 2018 and held it in 12 quarters.
  • Enlightenment Research's Procter & Gamble position peaked at $2.69M in Q2 2019.
  • 3,399 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.