Lehman & Derafelo Financial Resources’s Procter & Gamble PG Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	$1.4M	Sell	9,236 -523	-5%	-$73.3K	0.42%	36
2022 Q3	$1.23M	Sell	9,759 -1,500	-13%	-$213K	0.39%	36
2022 Q2	$1.62M	Hold	11,259	–	–	0.5%	28
2022 Q1	$1.72M	Buy	11,259 +1,502	+15%	+$235K	0.48%	34
2021 Q4	$1.6M	Buy	9,757 +437	+5%	+$64.9K	0.48%	34
2021 Q3	$1.3M	Sell	9,320 -106	-1%	-$15K	0.42%	39
2021 Q2	$1.27M	Hold	9,426	–	–	0.35%	47
2021 Q1	$1.28M	Hold	9,426	–	–	0.36%	43
2020 Q4	$1.31M	Sell	9,426 -40	-0.4%	-$5.59K	0.39%	41
2020 Q3	$1.32M	Hold	9,466	–	–	0.42%	44
2020 Q2	$1.13M	Sell	9,466 -1,000	-10%	-$117K	0.4%	48
2020 Q1	$1.15M	Sell	10,466 -55	-0.5%	-$6.6K	0.48%	36
2019 Q4	$1.31M	Buy	10,521 +23	+0.2%	+$2.81K	0.47%	40
2019 Q3	$1.31M	Hold	10,498	–	–	0.5%	37
2019 Q2	$1.19M	Buy	10,498 +1,500	+17%	+$160K	0.48%	37
2019 Q1	$936K	Hold	8,998	–	–	0.4%	39
2018 Q4	$827K	Buy	+8,998	New	+$804K	0.41%	37

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lehman & Derafelo Financial Resources's PG Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its Procter & Gamble (PG) stake by 5.4% in Q4 2022, selling an estimated $73.3K and leaving 9,236 shares worth $1.4M. The position accounts for 0.42% of the portfolio, ranked #36.

Lehman & Derafelo Financial Resources first reported a position in PG in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.72M in Q1 2022. 3,398 funds tracked by Wall St. Rank hold PG as of Q4 2022.

Lehman & Derafelo Financial Resources held 9,236 shares of Procter & Gamble worth $1.4M as of Q4 2022.
Lehman & Derafelo Financial Resources sold 523 Procter & Gamble shares in Q4 2022, an estimated $73.3K.
Procter & Gamble made up 0.42% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #36 holding.
Lehman & Derafelo Financial Resources first reported a position in Procter & Gamble in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's Procter & Gamble position peaked at $1.72M in Q1 2022.
3,398 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.