Hamilton Wealth’s Procter & Gamble PG Stock Holding History

Hamilton Wealth’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
2020 Q4	–	Sell	-1,445	Closed	-$201K	–	56
2020 Q3	$201K	Sell	1,445 -14,762	-91%	-$1.96M	0.11%	50
2020 Q2	$1.94M	Sell	16,207 -593	-4%	-$69.2K	1.16%	32
2020 Q1	$1.85M	Buy	16,800 +332	+2%	+$39.8K	1.38%	25
2019 Q4	$2.06M	Buy	16,468 +511	+3%	+$62.5K	1.39%	22
2019 Q3	$1.99M	Sell	15,957 -14,519	-48%	-$1.72M	1.41%	26
2019 Q2	$3.34M	Sell	30,476 -5,545	-15%	-$591K	2.44%	13
2019 Q1	$3.75M	Sell	36,021 -3,445	-9%	-$335K	2.97%	12
2018 Q4	$3.63M	Buy	+39,466	New	+$3.53M	3.55%	9

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hamilton Wealth's PG Position: Q4 2020 in Review

Hamilton Wealth sold out of Procter & Gamble (PG) in Q4 2020, closing a stake of 1,445 shares — an estimated $201K sold.

Hamilton Wealth first reported a position in PG in Q4 2018 and held it in 8 quarters. The position peaked at $3.75M in Q1 2019. 2,961 funds tracked by Wall St. Rank hold PG as of Q4 2020.

Hamilton Wealth reported no remaining Procter & Gamble position as of Q4 2020 after selling out during the quarter.
Hamilton Wealth sold 1,445 Procter & Gamble shares in Q4 2020, an estimated $201K.
Hamilton Wealth first reported a position in Procter & Gamble in Q4 2018 and held it in 8 quarters.
Hamilton Wealth's Procter & Gamble position peaked at $3.75M in Q1 2019.
2,961 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2020.

Based on Hamilton Wealth's 13F filing for Q4 2020, filed 10 Feb 2021.