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Mark J. Bradley’s Procter & Gamble PG Stock Holding History

Mark J. Bradley’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
Q2 		$4.16M Sell
27,433
-11,270
-29% -$1.7M 4.13% 3
2023
Q1 		$5.75M Buy
38,703
+3,013
+8% +$431K 4.17% 3
2022
Q4 		$5.41M Sell
35,690
-205
-0.6% -$28.7K 4.81% 2
2022
Q3 		$4.53M Sell
35,895
-25
-0.1% -$3.55K 4.2% 4
2022
Q2 		$5.17M Buy
35,920
+50
+0.1% +$7.51K 4.68% 4
2022
Q1 		$5.48M Sell
35,870
-624
-2% -$97.6K 3.91% 3
2021
Q4 		$5.97M Sell
36,494
-350
-0.9% -$52K 3.9% 2
2021
Q3 		$5.15M Sell
36,844
-625
-2% -$88.6K 3.53% 6
2021
Q2 		$5.06M Sell
37,469
-1,918
-5% -$260K 3.37% 8
2021
Q1 		$5.33M Sell
39,387
-610
-2% -$79.6K 3.61% 5
2020
Q4 		$5.57M Buy
+39,997
New +$5.59M 3.84% 4

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Mark J. Bradley's PG Position: Q2 2023 in Review

Mark J. Bradley reduced its Procter & Gamble (PG) stake by 29% in Q2 2023, selling an estimated $1.7M and leaving 27,433 shares worth $4.16M. The position accounts for 4.13% of the portfolio, ranked #3.

Mark J. Bradley first reported a position in PG in Q4 2020 and has held it in 11 quarters since. The position peaked at $5.97M in Q4 2021. 3,409 funds tracked by Wall St. Rank hold PG as of Q2 2023.

  • Mark J. Bradley held 27,433 shares of Procter & Gamble worth $4.16M as of Q2 2023.
  • Mark J. Bradley sold 11,270 Procter & Gamble shares in Q2 2023, an estimated $1.7M.
  • Procter & Gamble made up 4.13% of Mark J. Bradley's portfolio in Q2 2023, its #3 holding.
  • Mark J. Bradley first reported a position in Procter & Gamble in Q4 2020 and has held it in 11 quarters since.
  • Mark J. Bradley's Procter & Gamble position peaked at $5.97M in Q4 2021.
  • 3,409 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2023.

Based on Mark J. Bradley's 13F filing for Q2 2023, filed 7 Aug 2023.