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Lloyd Park’s Procter & Gamble PG Stock Holding History

Lloyd Park’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
Q3 		$852K Hold
6,749
– – 1.05% 32
2022
Q2 		$970K Sell
6,749
-13,310
-66% -$2M 1.01% 28
2022
Q1 		$3.06M Sell
20,059
-2,397
-11% -$375K 3.38% 6
2021
Q4 		$3.67M Buy
+22,456
New +$3.33M 2.05% 7

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lloyd Park's PG Position: Q3 2022 in Review

Lloyd Park held its Procter & Gamble (PG) position steady in Q3 2022 at 6,749 shares worth $852K. The position accounts for 1.05% of the portfolio, ranked #32.

Lloyd Park first reported a position in PG in Q4 2021 and has held it in 4 quarters since. The position peaked at $3.67M in Q4 2021. 3,197 funds tracked by Wall St. Rank hold PG as of Q3 2022.

  • Lloyd Park held 6,749 shares of Procter & Gamble worth $852K as of Q3 2022.
  • Lloyd Park left its Procter & Gamble share count unchanged in Q3 2022.
  • Procter & Gamble made up 1.05% of Lloyd Park's portfolio in Q3 2022, its #32 holding.
  • Lloyd Park first reported a position in Procter & Gamble in Q4 2021 and has held it in 4 quarters since.
  • Lloyd Park's Procter & Gamble position peaked at $3.67M in Q4 2021.
  • 3,197 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.