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

Lountzis 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
2021 Q4	–	Sell	-487	Closed	-$68.1K	–	77
2021 Q3	$68.1K	Hold	487	–	–	0.04%	50
2021 Q2	$65K	Hold	487	–	–	0.04%	51
2021 Q1	$66K	Hold	487	–	–	0.04%	50
2020 Q4	$68K	Hold	487	–	–	0.05%	49
2020 Q3	$68K	Hold	487	–	–	0.06%	45
2020 Q2	$58K	Buy	+487	New	+$56.8K	0.06%	45

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lountzis Asset Management's PG Position: Q4 2021 in Review

Lountzis Asset Management sold out of Procter & Gamble (PG) in Q4 2021, closing a stake of 487 shares — an estimated $68.1K sold.

Lountzis Asset Management first reported a position in PG in Q2 2020 and held it in 6 quarters. The position peaked at $68.1K in Q3 2021. 3,290 funds tracked by Wall St. Rank hold PG as of Q4 2021.

Lountzis Asset Management reported no remaining Procter & Gamble position as of Q4 2021 after selling out during the quarter.
Lountzis Asset Management sold 487 Procter & Gamble shares in Q4 2021, an estimated $68.1K.
Lountzis Asset Management first reported a position in Procter & Gamble in Q2 2020 and held it in 6 quarters.
Lountzis Asset Management's Procter & Gamble position peaked at $68.1K in Q3 2021.
3,290 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2021.

Based on Lountzis Asset Management's 13F filing for Q4 2021, filed 26 Jan 2022.