Lee Financial Group Hawaii’s Procter & Gamble PG Stock Holding History

Lee Financial Group Hawaii’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
2023 Q1	–	Sell	-1,367	Closed	-$207K	–	38
2022 Q4	$207K	Buy	+1,367	New	+$192K	0.2%	28
2022 Q2	–	Sell	-1,350	Closed	-$206K	–	40
2022 Q1	$206K	Sell	1,350 -35	-3%	-$5.48K	0.14%	37
2021 Q4	$227K	Buy	+1,385	New	+$206K	0.17%	35
2020 Q4	–	Sell	-1,450	Closed	-$202K	–	49
2020 Q3	$202K	Buy	+1,450	New	+$193K	0.17%	41
2018 Q1	–	Sell	-14,220	Closed	-$1.31M	–	35
2017 Q4	$1.31M	Buy	+14,220	New	+$1.28M	1.21%	28

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

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lee Financial Group Hawaii's PG Position: Q1 2023 in Review

Lee Financial Group Hawaii sold out of Procter & Gamble (PG) in Q1 2023, closing a stake of 1,367 shares — an estimated $207K sold.

Lee Financial Group Hawaii first reported a position in PG in Q4 2017 and held it in 5 quarters. The position peaked at $1.31M in Q4 2017. 3,378 funds tracked by Wall St. Rank hold PG as of Q1 2023.

Lee Financial Group Hawaii reported no remaining Procter & Gamble position as of Q1 2023 after selling out during the quarter.
Lee Financial Group Hawaii sold 1,367 Procter & Gamble shares in Q1 2023, an estimated $207K.
Lee Financial Group Hawaii first reported a position in Procter & Gamble in Q4 2017 and held it in 5 quarters.
Lee Financial Group Hawaii's Procter & Gamble position peaked at $1.31M in Q4 2017.
3,378 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2023.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2023, filed 4 May 2023.