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Lagoda Investment Management’s Procter & Gamble PG Stock Holding History

Lagoda Investment 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
2018
Q1 		– Sell
-590
Closed -$54K – 42
2017
Q4 		$54K Sell
590
-100
-14% -$8.99K 0.02% 36
2017
Q3 		$63K Hold
690
– – 0.02% 35
2017
Q2 		$60K Hold
690
– – 0.02% 33
2017
Q1 		$62K Sell
690
-25
-3% -$2.22K 0.02% 30
2016
Q4 		$60K Buy
+715
New +$60.9K 0.02% 36

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lagoda Investment Management's PG Position: Q1 2018 in Review

Lagoda Investment Management sold out of Procter & Gamble (PG) in Q1 2018, closing a stake of 590 shares — an estimated $54K sold.

Lagoda Investment Management first reported a position in PG in Q4 2016 and held it in 5 quarters. The position peaked at $63K in Q3 2017. 2,231 funds tracked by Wall St. Rank hold PG as of Q1 2018.

  • Lagoda Investment Management reported no remaining Procter & Gamble position as of Q1 2018 after selling out during the quarter.
  • Lagoda Investment Management sold 590 Procter & Gamble shares in Q1 2018, an estimated $54K.
  • Lagoda Investment Management first reported a position in Procter & Gamble in Q4 2016 and held it in 5 quarters.
  • Lagoda Investment Management's Procter & Gamble position peaked at $63K in Q3 2017.
  • 2,231 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2018.

Based on Lagoda Investment Management's 13F filing for Q1 2018, filed 15 May 2018.