LFGH
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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 -$206 – 40
2022
Q1 		$206 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

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return