LifePro Asset Management’s Procter & Gamble PG Stock Holding History

LifePro Asset 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
2024 Q3	$270K	Sell	1,557 -673	-30%	-$114K	0.17%	121
2024 Q2	$368K	Sell	2,230 -101	-4%	-$16.5K	0.26%	85
2024 Q1	$378K	Sell	2,331 -23	-1%	-$3.61K	0.25%	86
2023 Q4	$345K	Buy	2,354 +257	+12%	+$38.1K	0.27%	79
2023 Q3	$306K	Buy	2,097 +186	+10%	+$28.4K	0.25%	81
2023 Q2	$290K	Buy	+1,911	New	+$288K	0.22%	85
2022 Q1	–	Sell	-1,455	Closed	-$238K	–	137
2021 Q4	$238K	Buy	+1,455	New	+$216K	0.07%	115

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

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LifePro Asset Management's PG Position: Q3 2024 in Review

LifePro Asset Management reduced its Procter & Gamble (PG) stake by 30% in Q3 2024, selling an estimated $114K and leaving 1,557 shares worth $270K. The position accounts for 0.17% of the portfolio, ranked #121.

LifePro Asset Management first reported a position in PG in Q4 2021 and has held it in 7 quarters since. The position peaked at $378K in Q1 2024. 3,719 funds tracked by Wall St. Rank hold PG as of Q3 2024.

LifePro Asset Management held 1,557 shares of Procter & Gamble worth $270K as of Q3 2024.
LifePro Asset Management sold 673 Procter & Gamble shares in Q3 2024, an estimated $114K.
Procter & Gamble made up 0.17% of LifePro Asset Management's portfolio in Q3 2024, its #121 holding.
LifePro Asset Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 7 quarters since.
LifePro Asset Management's Procter & Gamble position peaked at $378K in Q1 2024.
3,719 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.