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Leonard Rickey Investment Advisors’s Procter & Gamble PG Stock Holding History

Leonard Rickey 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
2023
Q1 		– Sell
-1,778
Closed -$270K – 70
2022
Q4 		$270K Buy
+1,778
New +$249K 0.11% 55

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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

Leonard Rickey Investment Advisors's PG Position: Q1 2023 in Review

Leonard Rickey Investment Advisors sold out of Procter & Gamble (PG) in Q1 2023, closing a stake of 1,778 shares — an estimated $270K sold.

Leonard Rickey Investment Advisors first reported a position in PG in Q4 2022 and held it in 1 quarter. The position peaked at $270K in Q4 2022. 3,376 funds tracked by Wall St. Rank hold PG as of Q1 2023.

  • Leonard Rickey Investment Advisors reported no remaining Procter & Gamble position as of Q1 2023 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 1,778 Procter & Gamble shares in Q1 2023, an estimated $270K.
  • Leonard Rickey Investment Advisors first reported a position in Procter & Gamble in Q4 2022 and held it in 1 quarter.
  • Leonard Rickey Investment Advisors's Procter & Gamble position peaked at $270K in Q4 2022.
  • 3,376 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2023.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2023, filed 20 Apr 2023.