KLR Investment Advisors’s Procter & Gamble PG Stock Holding History

KLR Investment Advisors’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 Q1	$516K	Sell	3,192 -76	-2%	-$11.9K	0.37%	67
2023 Q4	$479K	Sell	3,268 -25	-0.8%	-$3.7K	0.35%	73
2023 Q3	$490K	Sell	3,293 -13	-0.4%	-$1.99K	0.44%	68
2023 Q2	$502K	Sell	3,306 -98	-3%	-$14.8K	0.41%	69
2023 Q1	$506K	Sell	3,404 -495	-13%	-$70.8K	0.44%	68
2022 Q4	$591K	Buy	+3,899	New	+$547K	0.49%	55

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KLR Investment Advisors's PG Position: Q1 2024 in Review

KLR Investment Advisors reduced its Procter & Gamble (PG) stake by 2.3% in Q1 2024, selling an estimated $11.9K and leaving 3,192 shares worth $516K. The position accounts for 0.37% of the portfolio, ranked #67.

KLR Investment Advisors first reported a position in PG in Q4 2022 and has held it in 6 quarters since. The position peaked at $591K in Q4 2022. 3,648 funds tracked by Wall St. Rank hold PG as of Q1 2024.

KLR Investment Advisors held 3,192 shares of Procter & Gamble worth $516K as of Q1 2024.
KLR Investment Advisors sold 76 Procter & Gamble shares in Q1 2024, an estimated $11.9K.
Procter & Gamble made up 0.37% of KLR Investment Advisors's portfolio in Q1 2024, its #67 holding.
KLR Investment Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's Procter & Gamble position peaked at $591K in Q4 2022.
3,648 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.