Hyperion Partners’s Procter & Gamble PG Stock Holding History

Hyperion Partners’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
2024 Q3	$293K	Sell	1,689 -42	-2%	-$7.13K	0.19%	52
2024 Q2	$285K	Buy	1,731 +43	+3%	+$7.03K	0.2%	51
2024 Q1	$274K	Sell	1,688 -25	-1%	-$3.92K	0.2%	51
2023 Q4	$251K	Sell	1,713 -108	-6%	-$16K	0.2%	54
2023 Q3	$266K	Buy	1,821 +14	+0.8%	+$2.14K	0.23%	53
2023 Q2	$274K	Hold	1,807	–	–	0.23%	49
2023 Q1	$269K	Buy	1,807 +27	+2%	+$3.86K	0.24%	47
2022 Q4	$270K	Buy	+1,780	New	+$250K	0.26%	47

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hyperion Partners's PG Position: Q3 2024 in Review

Hyperion Partners reduced its Procter & Gamble (PG) stake by 2.4% in Q3 2024, selling an estimated $7.13K and leaving 1,689 shares worth $293K. The position accounts for 0.19% of the portfolio, ranked #52.

Hyperion Partners first reported a position in PG in Q4 2022 and has held it in 8 quarters since. 3,726 funds tracked by Wall St. Rank hold PG as of Q3 2024.

Hyperion Partners held 1,689 shares of Procter & Gamble worth $293K as of Q3 2024.
Hyperion Partners sold 42 Procter & Gamble shares in Q3 2024, an estimated $7.13K.
Procter & Gamble made up 0.19% of Hyperion Partners's portfolio in Q3 2024, its #52 holding.
Hyperion Partners first reported a position in Procter & Gamble in Q4 2022 and has held it in 8 quarters since.
3,726 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.